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Michael Louis Hermes

Horan Securities, Inc.

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About Michael Louis Hermes

Michael Louis Hermes is a financial advisor at Horan Securities, Inc. Michael is a Certified Financial Planner™ professional and a Chartered Financial Analyst. Michael has over 5 years of experience in the financial services industry. Michael is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial advice in a number of states. Michael is committed to helping clients achieve their financial goals. Michael’s areas of expertise include financial planning, portfolio management, and investment advice.

Firm Information

Michael Hermes is currently registered with Horan Securities, Inc.. Horan Securities, Inc. is a corporation registered with the SEC and in 41 states. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and businesses. Horan Securities, Inc. has over 2200 client accounts with assets under management exceeding $545 million.
Horan Securities, Inc.

8044 MONTGOMERY RD

CINCINNATI, OH 45236

$545.22M

Assets Under Management

3

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hermes’s Registration & Firm History

OH

07/10/2023 - Present

Horan Securities, Inc. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 02/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Louis Hermes.
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