Unclaimed Profile

David Alan Horn

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

SIE, Series 7, Series 7TO, Series 63, Series 6516 years registeredTITLETOWN WEALTH MANAGEMENT, LLC

1221 BELLEVUE STREET, GREEN BAY, WI 54302CRD# 4947707Firm CRD# 307752

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Horn · GREEN BAY, WI

Registration

CRD #4947707 · TITLETOWN WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

FIDUCIARY INSIGHT, LLC

Jan 2021 – present

TITLETOWN WEALTH MANAGEMENT, LLC

May 2020 – Apr 2021

GREEN BAY, WI

WOODBURY FINANCIAL SERVICES, INC.

Oct 2017 – May 2020

GREEN BAY, WI

LPL FINANCIAL LLC

Dec 2016 – Oct 2017

GREEN BAY, WI

WELLS FARGO ADVISORS

Mar 2012 – Dec 2016

MANITOWOC, WI

CHASE INVESTMENT SERVICES CORP.

Dec 2009 – Mar 2012

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · December 2, 2009

Years registered · 16

Disclosure History

2001Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TITLETOWN WEALTH MANAGEMENT, LLC

CRD 307752 · SEC 801-121461

AUM

$109M

Regulatory assets under management

Employees

814 client accounts

Services offered by TITLETOWN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TITLETOWN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Alan Horn offer?

David Alan Horn specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are David Alan Horn's credentials?

David Alan Horn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Horn located?

David Alan Horn is based in GREEN BAY, Wisconsin, working with TITLETOWN WEALTH MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does David Alan Horn charge for services?

David Alan Horn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TITLETOWN WEALTH MANAGEMENT, LLC?

TITLETOWN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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