Kevin Karpuk, financial advisor Bethlehem PA
96 score

Kevin Karpuk

CRD Number: 4442939
Current Firm: Cornerstone Institutional Investors, LLC

Kevin Karpuk (CRD# 4442939) is an Investment Advisor Representative working at Cornerstone Institutional Investors, LLC in Bethlehem, PA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
M Holdings Securities Inc. Portland, OR Jan 2011 - Current 5
Cornerstone Benefits, Inc. Bethlehem, PA Apr 2010 - Current 6
Cornerstone Advisors Asset Management Inc. Bethlehem, PA Mar 2002 - Current 14
Cornerstone Institutional Investors Bethlehem, PA Jun 2001 - Current 15
Harleysville Management Services Bethlehem, PA Jan 2006 - Apr 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Kevin (. Karpuk
Phone Number: 610-694-0900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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