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Todd Alan Poellein

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
FL RA APPROVED 2025-05-30
CO RA APPROVED 2025-05-14
KY RA APPROVED 2025-05-14
OH RA APPROVED 2025-05-14
  • FL RA
    APPROVED
    Since 2025-05-30
  • CO RA
    APPROVED
    Since 2025-05-14
  • KY RA
    APPROVED
    Since 2025-05-14
  • OH RA
    APPROVED
    Since 2025-05-14

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
Horan Capital Advisors Cincinnati OH 05/2015 05/2025
Horan Wealth, Llc Cincinnati OH 05/2025 Present
  • 05/2015 → 05/2025
    Horan Capital Advisors
    Cincinnati, OH
  • 05/2025 → Present
    Horan Wealth, Llc
    Cincinnati, OH
Previous Registrations
  • 2019-03-12 → 2025-05-14
    Horan Capital Advisors, Llc
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-06-05
  • S63 Uniform Securities Agent State Law Examination
    2003-06-05
Designations

View on SEC IAPD

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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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