Anna K Pfaehler

Current Employers

Employment History

• 04/2014 → 02/2020
  Horan Securities Inc.
  Cincinnati, OH
• 03/2020 → Present
  Constellation Wealth Advisors
  Cincinnati, OH

Other Businesses

1) Entity/Business Name: Capricorn Holdings, LLC dba "Through the Branches"; Investment related (Y/N): Y; Address: Northern Kentucky Nature of the Business: Content creation related to financial planning topics; Position/Title/Relationship: Sole Member; Start Date: June 2023; Approximate # of hours a month: 2; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? Y; Briefly describe your duties: Author newsletter and articles for publication 2) Entity/Business Name: Cincinnati Estate Planning Council; Investment related (Y/N): Y; Address: 4010 Executive Park Dr., Suite 100, Cincinnati, OH 45241; Nature of the Business: Nonprofit focused on collaboration and education related to estate planning practices; Position/Title/Relationship: Board Member; Start Date: May 2014; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's initiatives as a member of the Board of Directors

Designations

Other Names

• Anna Kathryn Gier