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RIA / WealthAdvisor21 years in industry

DAVID ALAN HORN

Advisor at FIDUCIARY INSIGHT, LLC

SUAMICO, WI

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Search this name across graphsid dfx:ria:dc9467dd-99f5-8ca3-ec6f-17f867276dc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDUCIARY INSIGHT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 12, 2005
First registration: Dec 2, 2009
Dual registered: no
Other names: HORN DAVID|HORN ALAN DAVID
IAPD individual key: 4947707

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIDUCIARY INSIGHT, LLC	State registered	Jan 29, 2021	n/a	yes	SUAMICO, WI	Current employment
TITLETOWN WEALTH MANAGEMENT, LLC	Independent wealth	May 29, 2020	Apr 1, 2021	no	GREEN BAY, WI	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 23, 2017	May 29, 2020	no	GREEN BAY, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 9, 2016	Oct 31, 2017	no	GREEN BAY, WI\|GREEN BAY, WI\|GREEN BAY, WI\|DE PERE, WI\|GREEN BAY, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 29, 2012	Dec 19, 2016	no	DULUTH, MN\|GREEN BAY, WI\|GREEN BAY, WI\|MANITOWOC, WI\|TWO RIVERS, WI\|APPLETON, WI\|APPLETON, WI\|NEENAH, WI\|GREEN BAY, WI\|GREEN BAY, WI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 2, 2009	Mar 30, 2012	no	GREEN BAY, WI\|ANTIGO, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TITLETOWN WEALTH MANAGEMENT, LLC	FIDUCIARY INSIGHT, LLC	Apr 1, 2021	Jan 29, 2021	-62	Firm change after gap	RIA to state RIA
WOODBURY FINANCIAL SERVICES, INC.	TITLETOWN WEALTH MANAGEMENT, LLC	May 29, 2020	May 29, 2020	0	Firm change	Ibd to RIA
LPL FINANCIAL LLC	WOODBURY FINANCIAL SERVICES, INC.	Oct 31, 2017	Oct 23, 2017	-8	Firm change	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Dec 19, 2016	Dec 9, 2016	-10	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	WELLS FARGO ADVISORS	Mar 30, 2012	Mar 29, 2012	-1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
421:307752:WI:2020-05-29	May 29, 2020	May 29, 2020	GREEN BAY, WI	Firm change
6413:421:WI:2017-10-31	Oct 31, 2017	Oct 23, 2017	GREEN BAY, WI	Firm change

Relationships

Registered with (6)

→ FIDUCIARY INSIGHT, LLCRegistered adviserregistration: current employment
Jan 29, 2021 to presentfactForm ADV
→ TITLETOWN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 29, 2020 to Apr 1, 2021factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 23, 2017 to May 29, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 9, 2016 to Oct 31, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 29, 2012 to Dec 19, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 2, 2009 to Mar 30, 2012factForm ADV

Dated events

No dated event names this entity yet.