Terence Lee Horan

Current Employers

Employment History

• 06/1973 → Present
  Terence L. Horan
  Cincinnati, OH
• 02/1981 → Present
  Horan Associates Inc
  Cincinnati, OH
• 11/1995 → Present
  Horan Securities, Inc.
  Cincinnati, OH
• 02/2025 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 07/2025 → Present
  Horan Wealth, Llc
  Cincinnati, OH

Previous Registrations

• 2004-10-12 → 2025-07-07
  Horan Securities, Inc.
  Cincinnati, OH
  West Chester, OH
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
• 2010-04-06 → 2025-06-10
  Horan Capital Advisors, Llc
  Cincinnati, OH

Other Businesses

1) HORAN Wealth, LLC; 8044 Montgomery Rd., Ste 640, Cincinnati, OH 45236; Registered Investment Adviser; Investment related; President & CEO, Investment Advisory Representative; Strategic direction of the company, managing client accounts for a fee; 7/8/25; 144 ho/mo; 108 ho/mo during trading hours. 2) HORAN Wealth, LLC; 8044 Montgomery Rd., Ste 640, Cincinnati, OH 45236; Insurance, M Financial Group - Member Firm Principal; Investment Related; Agent; Sale of fixed insurance products; 3/3/25; 15 ho/mo; 15 ho/mo during trading hours. 3) HORAN Securities, Inc.; 8044 Montgomery Rd., Ste 640, Cincinnati, OH 45236; Entity owns HORAN Wealth; Investment related; President and CEO; Oversight of business activities - in the process of shutting down this company; 2/1/18; 15 ho/mo; 15 ho/mo during trading hours. 4) Rental Property; Ireland; Investment related; Owner; Owns rental property, not involved with subletting; 1/1/2024; 0 hr/mo. 5) Dominican Sisters of Nashville; 801 Dominican Dr., Nashville, TN 37228; Investment related; Investment Committee Member; Assist with investment decisions, no sales or solicitations; 3/3/2025; 3 ho/mo; 0 ho/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-20

Designations

Other Names

• Terry Horan