Associate Wealth Advisor
Current
Jun 2024 - Present
AeroLeads people directory · profile
Richard Bascom, Mba, Nssa® Email & Phone Number
Associate Wealth Advisor at HORAN Wealth
at
HORAN Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Advisor at HORAN Wealth
Location
Cincinnati Metropolitan Area, United States
Who is Richard Bascom, Mba, Nssa®? Overview
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Quick answer
Richard Bascom, Mba, Nssa® is listed as Associate Wealth Advisor at HORAN Wealth at HORAN Wealth, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Richard Bascom, Mba, Nssa®.
Richard Bascom, Mba, Nssa® previously worked as Associate Wealth Advisor at Horan Wealth and Student Consultant at Cintas. Richard Bascom, Mba, Nssa® holds Master Of Business Administration - Mba, Finance from University Of Kentucky.
Company email context
Email format at HORAN Wealth
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HORAN Wealth
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Profile bio
About Richard Bascom, Mba, Nssa®
Since 1948, HORAN Wealth has been crafting customized plans that protect and enhance your wealth. Our mission, however, extends far beyond mere financial planning. We believe that true wealth creates a better quality of life for our clients and their families.We strive to build genuine, lasting relationships and provide an exceptional experience with every interaction, helping you achieve your goals and aspirations.Our comprehensive wealth services for individuals, families and employer's address essential needs, including Investment Management, Financial Planning, Retirement Plan Consulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell, Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states.Through our premier national partnerships with M Financial Group and Retirement Planning Advisory Group, we bring the best services, resources and value to our clients. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high-quality products and services.Visit www.horanwealth.com to learn more.
Current workplace
Richard Bascom, Mba, Nssa®'s current company
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6 roles
Richard Bascom, Mba, Nssa® work experience
A career timeline built from the work history available for this profile.
Student Consultant
My team analyzed the customer onboarding process by collaborating with Cintas staff, conducting internal interviews, and gathering customer feedback through surveys. As a result, we provided recommendations to enhance onboarding efficiency and improve the overall customer experience.
Jan 2024 - May 2024
Accountant
Accounts Payable Associate whom efficiently processes 1000+ invoices per month to ensure accurate financial transactions.
Feb 2023 - Nov 2023
Student Athlete
Four-year member of the University of Kentucky football team, contributing to 3 bowl game victories and a 10-win season.
Jun 2019 - Jan 2023
Financial Planning Intern
Handled daily accounting tasks, such as reconciling loans, transferring money with the Federal Reserve, processing accounts payable invoices, and completing quarterly call reports and board reports.
Jun 2022 - Aug 2022
Sales Intern
Through implementing effective marketing strategies to boost sales volume, prospecting, and generating new client lists, I played a vital role in elevating our State Farm agency to a top 3% producer in the United States.
Jun 2021 - Aug 2021
5 education records
Richard Bascom, Mba, Nssa® education
Master Of Business Administration - Mba, Finance
University Of Kentucky
Graduate Certificate, Data Analytics
University Of Kentucky
Bachelor'S Degree, Finance, General
University Of Kentucky
Bachelor'S Degree, Business Administration And Management, General
University Of Kentucky
Education record
Saint Xavier High School
FAQ
Frequently asked questions about Richard Bascom, Mba, Nssa®
Quick answers generated from the profile data available on this page.
What company does Richard Bascom, Mba, Nssa® work for?
Richard Bascom, Mba, Nssa® works for HORAN Wealth.
What is Richard Bascom, Mba, Nssa®'s role at HORAN Wealth?
Richard Bascom, Mba, Nssa® is listed as Associate Wealth Advisor at HORAN Wealth at HORAN Wealth.
Where is Richard Bascom, Mba, Nssa® based?
Richard Bascom, Mba, Nssa® is based in Cincinnati Metropolitan Area, United States while working with HORAN Wealth.
What companies has Richard Bascom, Mba, Nssa® worked for?
Richard Bascom, Mba, Nssa® has worked for Horan Wealth, Cintas, East Kentucky Power Cooperative, University Of Kentucky, and Central Bank & Trust Co..
How can I contact Richard Bascom, Mba, Nssa®?
You can use AeroLeads to view verified contact signals for Richard Bascom, Mba, Nssa® at HORAN Wealth, including work email, phone, and LinkedIn data when available.
What schools did Richard Bascom, Mba, Nssa® attend?
Richard Bascom, Mba, Nssa® holds Master Of Business Administration - Mba, Finance from University Of Kentucky.
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