David Lohre, Aif

David Lohre, Aif Email and Phone Number

Vice President, Wealth Advisor @ HORAN Wealth
David Lohre, Aif's Location
Covington, Kentucky, United States, United States
David Lohre, Aif's Contact Details

David Lohre, Aif work email

David Lohre, Aif personal email

n/a
About David Lohre, Aif

My focus is helping individuals and families achieve their financial goals through holistic financial planning encompassing investment management, retirement income analysis, risk management, estate and tax planning. HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management for over 70 years.Headquartered in Cincinnati, Ohio, with Regional Offices in Dayton, Ohio; Columbus, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 40 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services.

David Lohre, Aif's Current Company Details
HORAN Wealth

Horan Wealth

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Vice President, Wealth Advisor
David Lohre, Aif Work Experience Details
  • Horan Wealth
    Vice President, Wealth Advisor
    Horan Wealth Jan 2009 - Present
  • Fidelity Investments
    Director, Client Relationship Manager
    Fidelity Investments Apr 1997 - Dec 2008
  • Fidelity Investments
    Senior Retirement Plan Specialist
    Fidelity Investments Apr 1993 - Apr 1997

David Lohre, Aif Education Details

Frequently Asked Questions about David Lohre, Aif

What company does David Lohre, Aif work for?

David Lohre, Aif works for Horan Wealth

What is David Lohre, Aif's role at the current company?

David Lohre, Aif's current role is Vice President, Wealth Advisor.

What is David Lohre, Aif's email address?

David Lohre, Aif's email address is da****@****soc.com

What schools did David Lohre, Aif attend?

David Lohre, Aif attended University Of Kentucky, Beechwood High School.

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