David M. Lohre

HORAN WEALTH

Fort Mitchell, KY 41017

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CRD#: 2350744

Professional summary

David Maurice Lohre II, AIF® is a registered financial advisor currently at HORAN WEALTH, LLC located in Fort Mitchell, Kentucky and M HOLDINGS SECURITIES, INC. located in Forth Mitchell, Kentucky.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Maurice Lohre II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 7, 2025 - Present

HORAN WEALTH, LLC

Office #1: 207 Grandview Dr., Ste 100, Fort Mitchell, KY 41017

RIA

CRD#: 333974

Fort Mitchell, KY

Current

February 28, 2025 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 207 Grandview Drive Suite 100, Forth Mitchell, KY 41017

RIA

CRD#: 43285

Forth Mitchell, KY

Past

June 25, 2009 - July 7, 2025

HORAN SECURITIES, INC.

RIA

CRD#: 40794

CINCINNATI, OH

Past

January 13, 2009 - March 5, 2025

HORAN SECURITIES, INC.

CRD#: 40794

CINCINNATI, OH

Past

January 1, 2008 - January 14, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

April 11, 1997 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

COVINGTON, KY

Past

June 10, 1993 - April 11, 1997

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HORAN WEALTH, LLC

CRD#: 333974 / SEC#: 801-132367

RIA

Registered Investment Advisory firm - (4/9/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/16/2025)

California
(2/28/2025)

Colorado
(2/28/2025)

Florida
(2/28/2025)

IAR

Florida
(7/14/2025)

Georgia
(5/16/2025)

IAR

Georgia
(7/8/2025)

Idaho
(5/16/2025)

Illinois
(5/16/2025)

IAR

Illinois
(7/7/2025)

Indiana
(2/28/2025)

IAR

Indiana
(7/7/2025)

Kentucky
(2/28/2025)

IAR

Kentucky
(7/7/2025)

Maryland
(5/16/2025)

Massachusetts
(5/16/2025)

Michigan
(5/16/2025)

Missouri
(5/16/2025)

Montana
(2/28/2025)

IAR

Montana
(7/7/2025)

New Mexico
(5/16/2025)

New York
(5/16/2025)

North Carolina
(5/19/2025)

North Dakota
(5/16/2025)

Ohio
(3/3/2025)

IAR

Ohio
(7/9/2025)

Oregon
(5/22/2025)

Pennsylvania
(5/16/2025)

Rhode Island
(5/16/2025)

Tennessee
(2/28/2025)

Texas
(5/16/2025)

IAR

Texas
(7/7/2025)

Virginia
(5/16/2025)

Wisconsin
(2/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/9/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

HORAN WEALTH, LLC

CRD#: 333974 / SEC#: 801-132367

RIA

Registered Investment Advisory firm - (4/9/2025 Approved)

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Contact information

Main Address

8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236

Mailing Address

Phone number

(513) 745-0707

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HORAN WEALTH, LLC FORM ADV - PART 2A (7/16/2025)

Regulatory assets under management

Total Number of Accounts	3,364
AUM (Assets Under Management)	$ 1,449,490,536

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

David M. Lohre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Maurice Lohre II's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

HORAN SECURITIES, INC.

HORAN SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

HORAN WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2009

Series 63

Date: 7/6/1993

SIE

Date: 10/1/2018

Series 7

Date: 3/9/1994

Series 6

Date: 6/9/1993

FINRA

Current Firm

HORAN WEALTH, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORAN WEALTH, LLC

TRUST BUT VERIFY

Contact information

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