David
Kronour
Kapstone Financial Advisors LLC
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About this Advisor
David Kronour is a financial advisor based in Lebanon, Ohio, working with Kapstone Financial Advisors LLC. David has previously held positions at Ameriprise Financial Services, Inc, National Asset Management, National Securities Corporation, United Advisors Services, LLC, Fsic, and Kapstone Financial Advisors LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, David is part of Kapstone Financial Advisors LLC, which operates out of Lebanon, Ohio. The firm has 5 employees and manages assets totaling $204.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Kapstone Financial Advisors LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kapstone Financial Advisors LLC Brokerage Details
$204,832,267
5
945
$216,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Kronour Work History
Kapstone Financial Advisors LLC
National Asset Managment
National Securities Corporation
United Advisors Services, LLC
Fsic
Ameriprise Financial Services, Inc
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of David Kronour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kapstone Financial Advisors LLC
Lebanon, OH
Lebanon, OH
Lebanon, OH
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