Daniel Allen Schneider
Investment adviser representative at Horan Wealth, LLC
14 yearsExperience
10 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
14 years in the industry.
- Horan Wealth, LLCNov 2025 to now
- UBS Financial Services IncMay 2017 to now
- Crew Capital Management Ltd.May 2021 to Oct 2025
- UBS Wealth ManagementApr 2016 to May 2017
- University of CincinnatiAug 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 10 states (CO, FL, IN, KS, KY, MA, MI, MO, OH, TX).
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
- 6632887
- Firm CRD
- 333974