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Daniel Allen Schneider

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 2026-03-17
MA RA APPROVED 2026-01-23
CO RA APPROVED 2025-11-04
IN RA APPROVED 2025-11-04
KS RA APPROVED 2025-11-04
KY RA APPROVED 2025-11-04
MO RA APPROVED 2025-11-04
OH RA APPROVED 2025-11-04
TX RA APPROVED 2025-11-04
  • FL RA
    APPROVED
    Since 2026-03-17
  • MA RA
    APPROVED
    Since 2026-01-23
  • CO RA
    APPROVED
    Since 2025-11-04
  • IN RA
    APPROVED
    Since 2025-11-04
  • KS RA
    APPROVED
    Since 2025-11-04
  • KY RA
    APPROVED
    Since 2025-11-04
  • MO RA
    APPROVED
    Since 2025-11-04
  • OH RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

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
Ubs Wealth Management Cincinnati OH 04/2016 05/2017
Ubs Financial Services Inc Cincinnati OH 05/2017 Present
University Of Cincinnati Cincinnati OH 08/2012 04/2017
Crew Capital Management Ltd. Cincinnati OH 05/2021 10/2025
Horan Wealth, Llc Cincinnati OH 11/2025 Present
  • 04/2016 → 05/2017
    Ubs Wealth Management
    Cincinnati, OH
  • 05/2017 → Present
    Ubs Financial Services Inc
    Cincinnati, OH
  • 08/2012 → 04/2017
    University Of Cincinnati
    Cincinnati, OH
  • 05/2021 → 10/2025
    Crew Capital Management Ltd.
    Cincinnati, OH
  • 11/2025 → Present
    Horan Wealth, Llc
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-04
  • S66 Uniform Combined State Law Examination
    2018-05-04
Designations

View on SEC IAPD

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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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