Todd
Poellein
Horan Capital Advisors, LLC
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About this Advisor
Todd Poellein is a chartered financial analyst operating in Cincinnati, Ohio with a total of 4 years of relevant experience. Poellein is an advisor for Horan Capital Advisors, LLC. Throughout their career, Poellein has worked at Fifth Third Securities, Fifth Third Bank and Horan Capital Advisors. Poellein has a Series 63 license, certifying them as a securities broker, and is approved to operate in Colorado, Florida, Kentucky and Ohio. Horan Capital Advisors, LLC is a registered investment firm that has its headquarters in Cincinnati, OH. It administers $484 million in assets among its 759 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 759 client accounts, 54% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Horan Capital Advisors, LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Horan Capital Advisors, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horan Capital Advisors, LLC Brokerage Details
$483,464,413
10
759
$636,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Todd Poellein Work History
Todd has been registered as a financial advisor for 4 years.*
Horan Capital Advisors
Fifth Third Securities
Fifth Third Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Poellein 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 Capital Advisors, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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