linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Theodore Krupa

Turning Point Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Theodore Krupa

John Theodore Krupa is a financial advisor at Turning Point Financial. John has been in the financial services industry for over 16 years and has a strong background in investment advisory. John holds a Series 6, Series 7, and Series 63 license and is a Certified Financial Planner. Prior to joining Turning Point Financial, John was a financial advisor at LPL Financial LLC for over two years. Before that, John was a financial advisor at AmeriServ Trust and Financial Services Company for over 10 years.

Firm Information

John Krupa is currently registered with Turning Point Financial. Turning Point Financial is an investment advisor based in Frederick, MD with $310 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Turning Point Financial has 14 investment advisory functions and primarily serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Turning Point Financial

7210 CORPORATE CT.

FREDERICK, MD 21703

$310.01M

Assets Under Management

Not reported

Total Clients

13

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Krupa’s Registration & Firm History

MD

10/19/2023 - Present

Turning Point Financial (FREDERICK MD)

PA

08/19/2016 - 05/09/2018

LPL FINANCIAL LLC (JOHNSTOWN PA)

PA

10/11/2011 - 06/03/2013

LPL FINANCIAL LLC (JOHNSTOWN PA)

PA

02/28/2011 - 10/11/2011

UVEST FINANCIAL SERVICES GROUP, INC. (JOHNSTOWN PA)

CA

05/28/2010 - 10/29/2010

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

PA

11/02/1999 - 06/02/2010

UVEST FINANCIAL SERVICES GROUP, INC. (DUNCANSVILLE PA)

CO

10/28/1997 - 03/01/1999

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

Not sure if John Theodore Krupa is right for you?

Licenses & Designations

BC

Issued 08/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Theodore Krupa.
Not sure if John Theodore Krupa is right for you?