Randall Kronour
Advisor at Kapstone Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Kapstone Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lebanon, OH 45036
Credentials
Series 63, Series 65
Industry experience
27 years
Randall Kronour is a financial advisor with Kapstone Financial Advisors LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., National Asset Management, and Fsic. Outside of his advisory work, he serves on the boards of Solutions CCRC, a mental health nonprofit, and Countryside YMCA, where he is chairman. Kapstone Financial Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and consulting. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs and mutual funds, and manages approximately $271 million in assets for around 509 clients.
Based on Kapstone Financial Advisors LLC
In certain circumstances, may charge a fixed annual fee
$0+: 0.50% annually +: up to 1.50% annually
Fee-only: 0.50% to 1.50% annually, fees may be negotiable and based on scope, complexity, and asset level
212 N. Broadway Street
Lebanon, OH 45036
Ohio
Kapstone Financial Advisors LLC
2022 - Present (4 years)
National Asset Management
2020 - 2022 (2 years)
National Securities Corporation
2020 - 2022 (2 years)
Fsic
2018 - 2020 (2 years)
United Advsiors Services, Llc
2018 - 2020 (2 years)
Ameriprise Financial Services, Inc.
2009 - 2018 (9 years)
Ameriprise Advisor Services
2009 - 2018 (9 years)
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