Michael Louis Hermes
Investment adviser representative at Horan Wealth, LLC
13 yearsExperience
12 statesRegistered in
CFA, CFP® certificationDesignations
$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
13 years in the industry.
- Horan Wealth, LLCJul 2025 to now
- M Holdings Securities, Inc.Feb 2025 to now
- Horan Securities, Inc.Jan 2018 to Jul 2025
- Fifth Third BankMay 2013 to Dec 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 12 states (CA, FL, IL, IN, KY, NC, NJ, OH, PA, SC, TX, VA).
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
- 6899754
- Firm CRD
- 333974