Michael Dunlap Napier
Investment adviser representative at Horan Wealth, LLC
16 yearsExperience
19 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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
16 years in the industry.
- Horan Wealth, LLCJul 2025 to now
- M Holdings Securities, Inc.Mar 2025 to now
- Horan Securities, Inc.Dec 2010 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 19 states (CA, CO, CT, FL, GA, ID, IL, IN, KY, MI, MT, NJ, OH, SC, TX, UT, VA, WA, WI).
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
- 4240419
- Firm CRD
- 333974