Connie Sue Grosser
Investment adviser representative at Horan Wealth, LLC
20 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Horan Wealth, LLCApr 2025 to now
- M Holdings Securities, Inc.Mar 2025 to now
- Horan Securities, Inc.Jun 2023 to Jul 2025
- Connie Grosser ConsultingJan 2022 to May 2023
- Ameritas Advisory Services, LLCNov 2021 to Mar 2023
- Ameritas Investment Corp.Jun 2006 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (OH).
Horan Wealth, LLC
$1.5BAssets managed
1,436Clients
22Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1998135
- Firm CRD
- 333974