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David Darrell Hahn

Advisor at LPL Financial — Fairborn, OH Executive Park Blvd

Updated today

Credentials

Series 66

Experience

10 years

Location

Fairborn, OH 45324

LPL Financial logo

LPL Financial

Institution

Total advisors

22,717

Across 10,430 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

David Hahn is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wright-Patt Credit Union, CUSO Financial Services, Freeman Heyne Toma, LLC, and Cetera Advisors LLC. In addition to his advisory work, he is involved with WPCU Retirement Solutions, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Fairborn, OH Executive Park Blvd

2465 Executive Park Blvd

Fairborn OH 45324

Advisors at this office

1

Most active in

Ohio · Texas

Work history

10 years of industry experience

LPL Financial

2025 - Present • 1 year

Wilmington, OH

Wirght-Patt Credit Union

2018 - Present • 8 years

Cincinnati, OH

CUSO Financial Services, LP

2018 - 2025 • 7 years

San Diego, CA

Freeman Heyne Toma, Llc

2017 - 2018 • 1 year

Cincinnati, OH

Cetera Advisors LLC

2016 - 2018 • 2 years

Denver, CO

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

David Wassmuth is a financial advisor at Central Point Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has served as a program manager in the United States Air Force since 2005. Central Point Wealth Management is a small independent firm offering financial planning, asset management, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored plans and ongoing monitoring, primarily managing client assets on a non-discretionary basis while also providing discretionary services where authorized.

General tax planning General retirement planning Wealth management
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Matthew W

CFP®, Series 63, Series 66

Centerville, OH

Wealth Accel

Matthew Will is a CFP® professional with 17 years of experience in financial advising. He is currently the sole advisor at Wealth Accel, an independent firm where he has worked since 2015, including a four-year period at Birchcreek Wealth Management. Wealth Accel provides comprehensive wealth management services to individuals, high-net-worth clients, and small businesses, integrating investment management with personalized financial planning. The firm uses an evidence-based, rules-based investment approach that emphasizes diversification, cost and tax awareness, and systematic rebalancing, with portfolios that may include ETFs, mutual funds, individual securities, alternative investments, and private opportunities.

General retirement planning Income planning Tax-loss harvesting Private / alternative investments
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Micah M

Series 65

Dayton, OH

McCollum Investment Advisors

Micah Mc Collum is a financial advisor at McCollum Investment Advisors in Dayton, OH, holding a Series 65 designation with six years of industry experience. He previously worked at Carnegie Investment Counsel from 2016 to 2020. McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals, non-profit organizations, trusts, estates, and business entities. The firm’s investment approach combines tactical growth driven by supply and demand analysis with strategic allocations for income accounts, using various methods including technical, fundamental, and cyclical analysis, and incorporates margin and options writing in select managed accounts.

Options & derivatives strategies Real estate investing
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Ronald A

Series 65

Kettering, OH

Alban Investment Management, LLC

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.

Equity compensation tax strategy
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Elizabeth L

CFP®, Series 63, Series 65

Dayton, OH

EHMLI Investment Advisors LLC

Elizabeth Li is a CFP® professional based in Dayton, Ohio, with 23 years of industry experience. She is the principal and managing member of EHMLI Investment Advisors LLC and has worked with Royal Alliance Associates, Inc. since 2003. Li also provides business and individual tax preparation and planning services through her accounting practice and serves as an adjunct instructor in economics and finance at Northern Kentucky University. EHMLI Investment Advisors specializes in investment advisory and financial planning services primarily for individual clients, managing approximately $31 million across 84 accounts. The firm integrates investment advice with tax and financial planning and is distinctive for its formal affiliation with an accounting practice and an insurance-licensed affiliate, offering a multi-disciplinary service model.

General tax planning Life insurance needs analysis
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Premal P

Series 65

Bellbrook, OH

Greenrock Advisory LLC

Premal Patel is a financial advisor at GreenRock Advisory LLC with 14 years of industry experience. He holds a Series 65 designation and has been with GreenRock Advisory since 2011. In addition to his advisory role, he works in a support capacity within a healthcare services business. GreenRock Advisory LLC offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach that integrates a macro “top-down” fundamental framework with technical, sentiment, and behavioral analysis, utilizing a broad range of investment instruments and strategies.

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