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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Austin Cupkovic is a financial advisor currently registered with Cerity Partners LLC. Daniel Cupkovic has been in the industry since 2008 and has experience in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Daniel Cupkovic is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
04/25/2023 - Present
Cerity Partners LLC (LOUISVILLE KY)
KY
04/29/2008 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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