Daniel Cuprill, financial advisor Cincinnati OH

Daniel Cuprill

CRD Number: 2323899
Current Firm: Money & Clarity

Daniel Cuprill (CRD# 2323899) is an Investment Advisor Representative working at Money & Clarity in Cincinnati, OH and has over 28 years of experience in the finance industry. Daniel Cuprill 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.

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Professional Designations
Company Name Location Dates Years
Matson & Cuprill Cincinnati, OH Dec 2012 - Current 9
Mpm Wealth Advisors Holland, OH Dec 2014 - May 2018 3
Zimmer/cuprill Wealth Coaching Cincinnati, OH Mar 2014 - Oct 2014 < 1
Matson & Cuprill LLC Cincinnati, OH Oct 2002 - Jun 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Contact Info for Daniel L. Cuprill
Phone Number: 513-563-7526
Firm Website: http://www.quizdan.com
Registered State(s):
  • CA
  • FL
  • KS
  • KY
  • MO
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, KS, KY, MO, OH, PA, TX

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