Mpm Wealth Advisors
Mpm Wealth Advisors (CRD# 104926) is a financial advisory firm headquartered in Holland, OH. They manage $437,597,415 in 2,209 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management438MILLION
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Total Number of Accounts2,209ACCOUNTS
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Average Account Value$198,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NY, OH, TN, TX, VA
Daniel Cuprill (CRD# 2323899) is an Investment Advisor Representative working at Mpm Wealth Advisors in Cincinnati, OH and has over 24 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.
Karl Leskovar (CRD# 4471404) is an Investment Advisor Representative working at Mpm Wealth Advisors in Grand Rapids, MI and has over 15 years of experience in the finance industry. Karl Leskovar 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.
Gabriel Thornhill (CRD# 4903718) is an Investment Advisor Representative working at Mpm Wealth Advisors in Austin, TX and has over 12 years of experience in the finance industry.
Erin Barnhart (CRD# 3134406) is an Investment Advisor Representative working at Mpm Wealth Advisors in Lancaster, OH and has over 18 years of experience in the finance industry.
Darrin Critchet (CRD# 2989086) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 12 years of experience in the finance industry.
George Damasco (CRD# 5209996) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 9 years of experience in the finance industry.
Andrew Decker (CRD# 5727266) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 7 years of experience in the finance industry.
Bahiya Fawaz (CRD# 4734195) is an Investment Advisor Representative working at Mpm Wealth Advisors in Dearborn, MI and has over 13 years of experience in the finance industry.
Matthew Leskovar (CRD# 6159140) is an Investment Advisor Representative working at Mpm Wealth Advisors in Grand Rapids, MI and has over 4 years of experience in the finance industry. Matthew Leskovar 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.