Unclaimed Profile

David Alan Horn

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

Clean recordTITLETOWN 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Alan Horn is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with TITLETOWN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TITLETOWN WEALTH MANAGEMENT, LLC

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TITLETOWN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4947707

Firm CRD# 307752

View on FINRA BrokerCheck →

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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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