Andrea Diane Costa
Investment adviser representative at Horan Wealth, LLC
12 yearsExperience
5 statesRegistered in
$1.5BFirm assets
1 yearFirm in business
Are you Andrea Diane Costa? Claim your profile
Contact this firm
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
12 years in the industry.
- Horan Wealth, LLCMar 2025 to now
- M Holdings Securities, Inc.Mar 2025 to now
- Horan Securities, Inc.Oct 2020 to Feb 2025
- Frost Brown Todd LLCDec 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 5 states (FL, KY, MA, 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
- 7413277
- Firm CRD
- 333974