Lynn Cupkie, financial advisor Richville MN
93 score

Lynn Cupkie

CRD Number: 3023316
Current Firm: Securities America Advisors, Inc.

Lynn Cupkie (CRD# 3023316) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Richville, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Richville, MN Jan 2011 - Current 5
Securities America Advisors Richville, MN Jan 2011 - Current 5
The Equitable Life Assurance Society Of The United States Fargo, ND Feb 1998 - Jan 2011 12
Eq Financial Consultants, Inc. Fargo, ND Feb 1998 - Jan 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Lynn F. Cupkie
Phone Number: 402-399-9111
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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