Andrea Diane Costa

Current Employers

Employment History

• 10/2020 → 02/2025
  Horan Securities, Inc.
  Cincinnati, OH
• 12/2014 → 10/2020
  Frost Brown Todd Llc
  Cincinnati, OH
• 03/2025 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 03/2025 → Present
  Horan Wealth, Llc
  Cincinnati, OH

Other Businesses

1) Cincinnati Symphony Orchestra; 1241 Elm Street, Cincinnati, OH 45202; Not investment related; Board Member; Member of Investment Committee (oversight only with no discretion or signing authority); 3/1/2020; 20 ho/mo; 4 ho/mo during trading hours. 2) Cincinnati Ballet; 1801 Gilbert Ave, Cincinnati, OH 45202; Not investment related; Board member; Duties include attending board meetings, serving on the nominating committee, attending Cincinnati Ballet events, subscribing to the Cincinnati Ballet, and voting on business of the general board; 3/1/2020; 10 ho/mo; 4 ho/mo during trading hours. 3) Cincinnati Estate Planning Council; 4010 Executive Park Drive, Suite 100, Cincinnati, OH 45241; Not investment related; Immediate Past President / Board Member; Attend CEPC events and board meetings; Identify sponsors, speakers for educational programming, and welcome new members; 7/1/2021; 15 ho/mo; 4 ho/mo during trading hours. 4) Releve, LLC; Cincinnati, OH 45202; Not investment related; Owner; Entity for writing activities; 04/18/2023; 10 ho/mo; 0 ho/mo during trading hours. 5) Northern Kentucky University; 1 Louie B Nunn Drive, Highland Heights, KY 41099; Teaching; Not investment related; Adjunct Professor; Teaching estate planning; 8/26/2026; 20 hr/mo; 0 hr/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-23
• S63 Uniform Securities Agent State Law Examination
  2025-07-23

Other Names

• Andrea Costa Laden
• Andrea Costa