DT
David Templeton
Principal & Portfolio Manager at Horan Wealth
View David's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Principal & Portfolio Manager
Jun 2023 - Present · 1 years and 6 months
Principal And Portfolio Manager
May 2010 - Jun 2023 · 13 years and 1 months
Vice President
Dec 2002 - May 2010 · 7 years and 5 months
Company Details
11-50 Employees
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way. Our high-touch, outstanding commitment to our clients means we’re always working for your best interest. Our solutions unite to support employers and families, focusing on creating plans that should result in future success for all involved. In 2023, we’re celebrating our 75th anniversary as an independent, trusted advisor with an office location in Cincinnati and Northern Kentucky. We provide dedicated service, support, and partnership to clients in retirement plan consulting, wealth management, financial planning and life insurance for estate and business planning. The HORAN Way sets the standard for the service and dedication we offer our clients and the communities we serve. HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC.
Year Founded
1948
Social Media
Linkedin
Industry
Financial Services
HQ Location
8044 Montgomery Rd Suite 640 Cincinnati, Ohio 45236, US
Keywords
Wealth ManagementFinancial PlanningRetirement Plan ConsultingLife & Disability InsuranceLong-Term Care InsuranceEstate & Tax PlanningSocial Security BenefitsBusiness Succession Planning
Discover More About Cleveland Clinic

Find verified contacts of David Templeton in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.