Daniel Kruper (CRD# 6272763) is an Investment Advisor Representative working at Commonwealth Financial Network in Oakmont, PA and has over 9 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Financial Strategies | Wexford, PA | Jul 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Jul 2023 - Current | < 1 |
| Citizens Securities, Inc. | Mars, PA | Dec 2016 - Jul 2023 | 6 |
| Key Investment Services, LLC | Pepper Pike, OH | Nov 2016 - Dec 2016 | < 1 |
| Keybank | Pittsburgh, PA | Nov 2016 - Dec 2016 | < 1 |
| Key Investment Services LLC | Pepper Pike, OH | Sep 2016 - Nov 2016 | < 1 |
| Keybank | Pittsburgh, PA | Sep 2016 - Nov 2016 | < 1 |
| Lpl Financial LLC | Pittsburgh, PA | Jul 2015 - Sep 2016 | 1 |
| Cco Investment Services Corp | Allison Park, PA | Nov 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- PA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- 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
- 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
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.