Todd Poellein
Principal & Portfolio Manager at HORAN Wealth
- Role
- Principal & Portfolio Manager at Horan Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Todd Poellein
Since 1948, HORAN Wealth has been crafting customized plans that protect and enhance your wealth. Our mission, however, extends far beyond mere financial planning. We believe that true wealth creates a better quality of life for our clients and their families.We strive to build genuine, lasting relationships and provide an exceptional experience with every interaction, helping you achieve your goals and aspirations.Our comprehensive wealth services for individuals, families and employers address essential needs, including Investment Management, Financial Planning, Retirement Plan Consulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell, Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states.Through our premier national partnerships with M Financial Group and Retirement Planning Advisory Group, we bring the best services, resources and value to our clients. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high-quality products and services.Visit to learn more.
Experience
Principal & Portfolio Manager
Jun 2015 — Present
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Accounting
1993 — 1997
Skills
- Finance
- Asset Allocation
- Banking
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Asset Managment
- Retirement Planning
- Securities
- Portfolio Management
- Financial Planning
- Investments
- Investment Management
- Wealth Management
- Financial Analysis
- Equities
- Asset Management
- Investment Advisory
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