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David Charles Kronour

KAPSTONE FINANCIAL ADVISORS LLC·LEBANON, Ohio
SIE, Series 7, Series 31, Series 66CFPClean record19 years registeredKAPSTONE FINANCIAL ADVISORS LLC
212 N. BROADWAY STREET, LEBANON, OH 45036CRD# 5173536Firm CRD# 318885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Charles Kronour · LEBANON, OH
Registration
CRD #5173536 · KAPSTONE FINANCIAL ADVISORS LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

KAPSTONE FINANCIAL ADVISORS LLC
Mar 2022 – present
NATIONAL ASSET MANAGEMENT, INC.
Sep 2020 – Apr 2022
DAYTON, OH
UNITED ADVISORS SERVICES, LLC
Jan 2018 – Sep 2020
Dayton, OH
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2009 – Jan 2018
DAYTON, OH
AMERIPRISE ADVISOR SERVICES, INC.
Mar 2009 – Oct 2009
WASHINGTON TOWNSHIP, OH
CITIGROUP GLOBAL MARKETS INC.
Sep 2006 – Apr 2009
CENTERVILLE, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · September 19, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885 · SEC 801-123348
AUM
$205M
Regulatory assets under management
Employees
5
945 client accounts
Services offered by KAPSTONE FINANCIAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KAPSTONE FINANCIAL ADVISORS LLC →
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05

Frequently Asked Questions

What services does David Charles Kronour offer?
David Charles Kronour specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LEBANON, Ohio for a consultation.
What are David Charles Kronour's credentials?
David Charles Kronour holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Charles Kronour located?
David Charles Kronour is based in LEBANON, Ohio, working with KAPSTONE FINANCIAL ADVISORS LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does David Charles Kronour charge for services?
David Charles Kronour's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAPSTONE FINANCIAL ADVISORS LLC?
KAPSTONE FINANCIAL ADVISORS LLC has approximately 5 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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