Steven Cupchak (CRD# 2215891) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 26 years of experience in the finance industry.
CRD# 2564800
Ubs Financial Services Inc.
CRD# 5521788
Modern Wealth Management, LLC
CRD# 1225610
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ipex, Inc. | Plymouth, MI | Sep 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- MI
-
Total Assets Under Management2,025MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$40,506,669
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
MI, NY
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