Horan Wealth
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.
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Verified contacts
39
available on Kipplo
LinkedIn employees
47
11 to 50 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
3
tools in use
Monthly traffic
501
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- JS
Jason Skirvin
Relationship Manager · Sales & Business Development
EmailPhone - BH
Ben Hardigg
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - BH
Brett Hord
Vice President Information Technology · Information Technology
EmailPhone - DT
David Templeton
Principal & Portfolio Manager · Finance & Accounting
EmailPhone - MH
Michael Hermes
Vice President Wealth Advisor · Finance & Accounting
EmailPhone - MN
Michael Napier
Vice President, Certified Financial Planner · Finance & Accounting
EmailPhone - TP
Todd Poellein
Principal & Portfolio Manager · Finance & Accounting
EmailPhone - LM
Lisa Marek
Client Service Manager · Customer/Client Service
EmailPhone - PA
Pierrette Albers
Relationship Manager, Registered Representative · Finance & Accounting
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Horan Wealth
26 distinct titles indexed · top 10 shown.
- 2principal & portfolio manager
- 2relationship manager, registered representative
- 2trading & operations analyst
- 2vice president, wealth advisor
- 2wealth advisor
- 1chief compliance officer
- 1client relations manager
- 1client service associate
- 1client service manager
- 1digital communications manager
- +16more titles
Sign up to unlock all 39 contacts at Horan Wealth
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