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Connie Sue Grosser

Horan Wealth, LLC

Cincinnati, OH

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Current Employers
Horan Wealth, Llc

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-09
  • OH RA
    APPROVED
    Since 2025-07-09

Branch Locations

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp. Lincoln OH 06/2006 03/2023
Ameritas Advisory Services, Llc Lincoln NE 11/2021 03/2023
Connie Grosser Consulting Cincinnati OH 01/2022 05/2023
Horan Securities, Inc. Cincinnati OH 06/2023 07/2025
M Holdings Securities, Inc. Portland OR 03/2025 Present
Horan Wealth, Llc Cincinnati OH 04/2025 Present
  • 06/2006 → 03/2023
    Ameritas Investment Corp.
    Lincoln, OH
  • 11/2021 → 03/2023
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 01/2022 → 05/2023
    Connie Grosser Consulting
    Cincinnati, OH
  • 06/2023 → 07/2025
    Horan Securities, Inc.
    Cincinnati, OH
  • 03/2025 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 04/2025 → Present
    Horan Wealth, Llc
    Cincinnati, OH
Previous Registrations
  • 2023-06-30 → 2025-03-28
    Horan Securities, Inc.
    Cincinnati, OH
  • 2021-11-01 → 2023-04-26
    Ameritas Advisory Services, Llc
    Cincinnati, OH
  • 2006-06-30 → 2021-11-01
    Ameritas Investment Company, Llc
    Lincoln, NE
    Las Vegas, NV
    Cincinnati, OH
    Lincoln, NE
    Halifax, PA
    Mclean, VA
    Hollywood, FL
    Covington, GA
    Cockeysville, MD
    Orland Park, IL
    Oklahoma City, OK
    Ft Lauderdale, FL
    Chesterfield, MO
    Overland Park, KS
    Bowie, MD
    Springfield, NJ
    Englewood, FL
    Torrington, WY
    Aberdeen, WA
    Loveland, CO
    Beverly Hills, CA
    Nicholasville, KY
    Ponte Vedra, FL
    Tallahassee, FL
    Salem, OH
    Minerva, OH
    Macon, GA
    Norman, OK
    Clarkston, MI
    New Orleans, LA
    Fairchance, PA
    Livermore, CA
    Idaho Falls, ID
    Hamilton, NJ
    New Braunfels, TX
    San Antonio, TX
    Houston, TX
  • 2003-06-23 → 2006-06-30
    Carillon Investments, Inc.
    Cincinnati, OH
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-16
S63 Uniform Securities Agent State Law Examination 1994-01-14
  • S65 Uniform Investment Adviser Law Examination
    1996-09-16
  • S63 Uniform Securities Agent State Law Examination
    1994-01-14
Other Names
  • Connie Sue Chase
  • Connie Sue Degener

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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