Miles Kuperus (CRD# 6702878) is an Investment Advisor Representative working at Aspen Investment Management Inc. in Ada, MI and has over 3 years of experience in the finance industry. Miles Kuperus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Investment Management Inc. | Ada, MI | Oct 2020 - Current | 3 |
| Plant Moran | Farmington Hills, MI | Aug 2019 - Sep 2020 | 1 |
| College | Grand Rapids, MI | Aug 2015 - May 2019 | 3 |
| High School | Grand Rapids, MI | Oct 2010 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- MI
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$1,195,729
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, IL, MI, TX
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