Oliver Kupe (CRD# 6112987) is an Investment Advisor Representative working at Aurelien Capital Partners in Chicago, IL and has over 11 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Oak Capital Investments | Oak Brook, IL | Jan 2022 - Current | 2 |
| Aurelien Capital Partners LLC | Chicago, IL | Nov 2020 - Current | 3 |
| Annie & Oliver, LLC | Chicago, IL | Oct 2018 - Dec 2020 | 2 |
| Fort Point Capital Partners LLC | Chicago, IL | Nov 2017 - Dec 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Jan 2013 - Nov 2017 | 4 |
| Bank Of America, N.a. | Chicago, IL | Jan 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- IL
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$138,652
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL
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