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Christine Ann Stine

Investment Adviser Representative at Horan Wealth, LLC

Cincinnati, OHCRD #3274816Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christine Ann Stine is an investment adviser representative with Horan Wealth, LLC in Cincinnati, OH, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 4 firms, including Horan Wealth Management and Fifth Third Securities, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.

Office

8044 Montgomery Rd,, Ste 640
Cincinnati, OH 45236

Advisors at this office: 21

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
5 states and territories

Florida, Indiana, Kentucky, Michigan, Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/31/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 11/19/1999
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/30/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/17/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Horan Wealth, LLCCurrent
7/9/2025 – Cincinnati, OH
Horan Wealth Management
10/15/2019 – 7/7/2025Cincinnati, OH
Fifth Third Securities, Inc.
10/29/2007 – 4/7/2017Cincinnati, OH
ESI Financial Advisors
4/20/2000 – 2/28/2005Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Horan Securities, Inc
    May 2017 – Jul 2025Cincinnati, OH
  2. M Holdings Securities, Inc.
    Mar 2025 – no end date reportedPortland, OR
  3. HORAN Wealth, LLC
    Jul 2025 – no end date reportedCincinnati, OH
  4. Fifth Third Securities
    Feb 2005 – Mar 2017Cincinnati, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Horan Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • HCA First $1,000,0001.25%
  • HCA $1,000,001 - $3,000,0001.00%
  • HCA $3,000,001 - $5,000,0000.85%
  • HCA Greater than $5,000,0000.75%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

HORAN Wealth offers wealth management, financial planning, life/disability/long-term care insurance, estate and tax planning, social security benefits planning, retirement plan consulting, executive benefits, and succession planning.

Financial PlanningEstate PlanningInsuranceSocial SecurityWealth Management
Firm areas of expertise
Wealth ManagementFinancial PlanningRetirement PlanningEstate PlanningTax PlanningLife InsuranceDisability InsuranceLong-term Care InsuranceSocial Security BenefitsRetirement Plan ConsultingExecutive Benefits+2 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
22
Offices listed on AdvisorFinder:
1
Main office:
Cincinnati, OH
Founded:
1948
SEC file number:
801-132367

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 26, 2026

View full firm profile

Other advisors at Horan Wealth, LLC

Showing 12 of 22 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christine Ann Stine has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Christine Ann Stine (Horan Wealth) - Fees & Credentials