Kathleen Christine Laverde
Investment adviser representative at Horan Wealth, LLC
10 yearsExperience
7 statesRegistered 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
10 years in the industry.
- Horan Wealth, LLCJul 2025 to now
- M Holdings Securities, Inc.Feb 2025 to now
- Horan Securities, Inc.Jan 2025 to Jul 2025
- Ameriprise Financial Services, Inc.Nov 2017 to Jan 2025
- Saybrus Equity ServicesMay 2017 to Nov 2017
- Mercury Financial GroupJun 2015 to May 2017
- The Leaders Group IncJun 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, IN, KY, NC, OH, PA).
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
- 2765762
- Firm CRD
- 333974