Cpf Texas

Cpf Texas (CRD# 122484) is a financial advisory firm headquartered in Plano, TX. They manage $189,719,875 in 396 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $479,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, OK, TX

Financial Advisors at Cpf Texas
Showing 1 - 5 of 5 top financial advisors.
1
Thomas A. Knippa
CRD#: 3031562
2500 Dallas Parkway, Suite 495, Plano, TX 75093
96
Wealthminder
score

Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Cpf Texas in Plano, TX and has over 18 years of experience in the finance industry. Thomas Knippa 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.

2
Christopher J. Lipper
CRD#: 4298665
2500 Dallas Parkway, Suite 495, Plano, TX 75093
96
Wealthminder
score

Christopher Lipper (CRD# 4298665) is an Investment Advisor Representative working at Cpf Texas in Plano, TX and has over 13 years of experience in the finance industry. Christopher Lipper 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.

3
Mark S. Schupbach
CRD#: 415953
2500 Dallas Parkway, Suite 495, Plano, TX 75093
96
Wealthminder
score

Mark Schupbach (CRD# 415953) is an Investment Advisor Representative working at Cpf Texas in Plano, TX and has over 31 years of experience in the finance industry.

4
Lesli A. Harlan
CRD#: 5118527
2500 Dallas Parkway, Suite 495, Plano, TX 75093
93
Wealthminder
score

Lesli Harlan (CRD# 5118527) is an Investment Advisor Representative working at Cpf Texas in Plano, TX and has over 8 years of experience in the finance industry.

5
Adam B. Spence
CRD#: 4569706
2500 Dallas Parkway, Suite 495, Plano, TX 75093
93
Wealthminder
score

Adam Spence (CRD# 4569706) is an Investment Advisor Representative working at Cpf Texas in Plano, TX and has over 14 years of experience in the finance industry.

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