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Daniel Patrick Kuczero

T2 Asset Management, LLC

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About Daniel Patrick Kuczero

Daniel Patrick Kuczero is a registered investment advisor representative with T2 Asset Management, LLC. Daniel has been in the industry since 2006 and holds Series 63, 66, and 7 licenses, as well as the SIE exam. Daniel’s current registrations are with the state of Illinois. Daniel has previously worked with Sigma Financial Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is an active advisor and currently holds a total of $140 million in assets under management. Daniel's specializations include investment management for individuals and portfolio management.

Firm Information

Daniel Kuczero is currently registered with T2 Asset Management, LLC. T2 Asset Management, LLC is an investment advisor located in NAPERVILLE, IL. The firm has 4 licensed agents, 5 investment advisor representatives, and 1 registered representative. T2 Asset Management, LLC manages approximately $140,000,000 in discretionary assets for 573 accounts. The firm provides financial planning and portfolio management services for individuals. They have 25 high-net-worth individual clients with $30,000,000 in assets under management and 548 other individual clients with $110,000,000 in assets under management. The firm's SEC number is 801-112202.
T2 Asset Management, LLC

1952 MCDOWELL RD

NAPERVILLE, IL 60563

$140.00M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Kuczero’s Registration & Firm History

IL

05/05/2015 - Present

T2 Asset Management, LLC (NAPERVILLE IL)

IL

06/15/2012 - 05/04/2015

SIGMA FINANCIAL CORPORATION (LISLE IL)

IL

08/16/2010 - 06/18/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)

IL

01/01/2006 - 08/18/2010

EDWARD JONES (ELBURN IL)

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Licenses & Designations

BOTH

Issued 01/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patrick Kuczero.
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