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Kevin Bryan Chupack

Greenway Financial, LLC

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About Kevin Bryan Chupack

Kevin Bryan Chupack is an investment advisor representative at Greenway Financial, LLC in FARMINGTON HILLS, MI. Kevin has been in the financial services industry for more than 17 years. Kevin has passed the Series 6, Series 7, Series 63 and Series 65 exams. Kevin also holds a life insurance license. Kevin specializes in providing financial planning, portfolio management for individuals and selection of other advisors services. Greenway Financial, LLC is an independent registered investment advisor that specializes in providing financial planning and investment management services to individuals, families and businesses. Greenway Financial, LLC manages over $117 million in assets.

Firm Information

Kevin Chupack is currently registered with Greenway Financial, LLC. Greenway Financial, LLC is an investment advisor headquartered in [redacted]. The firm offers a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Greenway Financial manages approximately $117,126,268 in assets for 441 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

$117.13M

Assets Under Management

1

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Kevin Chupack’s Registration & Firm History

MI

07/20/2017 - Present

Greenway Financial, LLC (FARMINGTON HILLS MI)

MI

06/27/2016 - 08/14/2017

LPL FINANCIAL LLC (TROY MI)

NE

01/01/2001 - 05/16/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 07/07/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/20/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Bryan Chupack.
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