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Oliver J Kupe

Aurelien Capital Partners

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About Oliver J Kupe

Oliver Kupe is an investment advisor representative at Aurelien Capital Partners. Oliver has been in the industry since 2013 and has passed the Series 7, Series 66 and SIE exams. In addition to his role with Aurelien Capital Partners, Oliver is also a Managing Partner at Red Oak Capital Investments, an Independent Insurance Agent, and a member of the Advisory Board for 548 Capital's Solar Chicago Fund. Oliver specializes in providing financial planning and portfolio management services for individuals. Oliver's primary focus is on providing investment advice to clients who are considered to be high-net-worth individuals. Oliver's advisory services include portfolio management for individuals and selection of other advisors. Oliver's firm has approximately $15,944,924 in assets under management.

Firm Information

Oliver Kupe is currently registered with Aurelien Capital Partners. Aurelien Capital Partners is an investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $15.9 million in regulatory assets under management. They also provide selection of other advisers. The firm has 3 licensed agents, 3 investment adviser representatives, and 3 investment advisory functions.

$15.94M

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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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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Oliver Kupe’s Registration & Firm History

IL

11/23/2020 - Present

Aurelien Capital Partners (CHICAGO IL)

IL

01/28/2013 - 11/07/2017

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

IL

10/19/2012 - 11/23/2012

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

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Licenses & Designations

BOTH

Issued 12/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oliver J Kupe.
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