Disclosures
HORAN Wealth strives to satisfy our client’s needs by providing services and support to help them succeed. We utilize protective measures with regards to our client’s private information and maintain the strictest regulatory standards possible.
In Good Faith & Transparency
The website is made available by HORAN Wealth and its majority-owned subsidiaries (HORAN Securities, Inc. and HORAN Capital Advisors, LLC.”). All content, information and software provided on and through the website (“content”) may be used solely under the following terms and conditions (“Terms of Use”).
HORAN Wealth's Business Continuity Plan is the set of processes to manage a wide range of incidents and events, from health and safety incidents to business disruptions and reputational damage.
Our in-house compliance department ensures that our busy clients stay current on rule changes by providing proper checks and balances for internal work and conducting audits of third-party vendors. In addition, we provide a number of effective compliance tools to help our clients stay informed throughout the year.
We value the trust that you, our clients, have placed with HORAN Wealth. Legislation requires that we provide all existing customers with this privacy notice once each year. In accordance with that law, the following details highlight our policy regarding nonpublic personal information we receive about our current customers or potential customers.
HORAN Wealth, LLC Client Relationship Summary outlines the brokerage services and advisory services available for clients.
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