Vincent Waln
Vincent Waln is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in West Chester, OH, with 36 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
7185 Liberty Centre Dr, Ste C, West Chester, OH, 45069
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2017Customer Dispute
November 2008Other 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
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Fortis Investors, INC.Broker
State Registrations13 states
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.