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Vincent Waln

Hornor, Townsend & Kent, LLC
37 Years of Experience
West Chester, OH
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Vincent Waln is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in West Chester, OH, with 37 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7185 Liberty Centre Dr, Ste C, West Chester, OH, 45069

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2017
Denied
Customer Dispute
November 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Vincent is an insurance agent for multiple brokerages, including 21st Century Financial, LifePlan, Ltd, Strategic Financial Designs, and 1847Financial, selling life, accident, health, disability, long-term care, and annuity products. He also serves as a board member/trustee for Liberty Centre Office Condo Association and Ohio Conference of Seventh Day Adventists.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
September 2016 - Present · 10 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
February 2000 - September 2016 · 16 yrs 7 mos
Securian Financial Services, INC.Broker
February 1992 - September 2016 · 24 yrs 7 mos
Fortis Investors, INC.Broker
July 1989 - February 1992 · 2 yrs 7 mos
State Registrations14 states
AZCAFLGAILINKYMDMINVOHTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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