Richard
Bascom
Horan Wealth Management
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About this Advisor
Richard Bascom is a financial advisor based in Cincinnati, Ohio, working with Horan Wealth Management. Richard has previously worked at Horan Securities Inc, University Of Kentucky, East Kentucky Power Cooperative, Saint Xavier High School, and Holy Trinity Parish. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Indiana, Kentucky, Michigan, North Carolina, and Ohio. Richard is currently part of Horan Wealth Management, which operates from Cincinnati, Ohio. The firm has 1 office and 27 employees. Horan Wealth Management manages assets totaling $698.2 million and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Horan Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Horan Wealth Management Brokerage Details
$698,229,909
27
2,245
$311,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Richard Bascom Work History
Horan Securities Inc
University Of Kentucky
East Kentucky Power Cooperative
University Of Kentucky
Saint Xavier High School
Holy Trinity Parish
Disclosures
Please visit the SEC profile of Richard Bascom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Horan Wealth Management
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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