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Ronald Alban

Advisor at Alban Investment Management, LLC

Updated today
Alban Investment Management, LLC logo

Firm

Alban Investment Management, LLC

Location

Kettering, OH

Credentials

Series 65

Industry experience

23 years

About

Ronald Alban is a financial advisor at Alban Investment Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Alban Investment Management since 2002. Alban Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, and small businesses. The firm employs a combination of fundamental, cyclical, and long-term trend analysis to manage diversified portfolios using low-cost ETFs and discount execution, with quarterly reviews and performance reporting.

Client services

Based on Alban Investment Management, LLC

Financial planning Portfolio management

Expertise

Based on Alban Investment Management, LLC

Charitable giving & philanthropy Options & derivatives strategies

Fee options

Percentage

$0 - $100,000: 0.80% annually $100,001 - $500,000: 0.60% annually $500,001 - $1,500,000: 0.48% annually $1,500,001+: Custom negotiated rate

Location

Kettering, OH

Most active in

Ohio

Work history

Alban Investment Management, LLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David W

Series 65

Beavercreek Township, OH

Central Point Wealth Management LLC

General tax planning Wealth management Retirement income strategy Cash flow / budgeting General estate planning guidance
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Matthew W

CFP®, Series 63, Series 66

Centerville, OH

Wealth Accel

Wealth management Private / alternative investments Active portfolio management
user avatar

Elizabeth L

CFP®, Series 63, Series 65

Dayton, OH

EHMLI Investment Advisors LLC

General retirement planning Retirement income strategy Income planning Tax strategies for small businesses Long-term care insurance Retired Founder/Business Owner Mid-Career Professionals
user avatar

Premal P

Series 65

Bellbrook, OH

Greenrock Advisory LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities

Carrie C

CFP®, CRPC®

Bellbrook, OH

What About Us Financial

MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning General estate planning guidance Founder/Business Owner Divorced Women LGBTQIA Gen X (Born 1965-1980)
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Gary D

CFA®, Series 66

Centerville, OH

Wealth Pinnacle, Inc.

Options & derivatives strategies Active portfolio management
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