Daniel Austin Cupkovic

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 04/2023
  Argi Financial Group
  Louisville, KY
• 01/2010 → 04/2023
  Argi Investment Services, Llc
  Louisville, KY
• 04/2023 → Present
  Cerity Partners
  Louisville, KY

Previous Registrations

• 2010-01-27 → 2023-04-21
  Cerity Partners Ocio Llc
  New York, NY
• 2010-03-03 → 2013-05-31
  National Planning Corporation
  Louisville, KY

Other Businesses

D&J Development Co, Non Inv. Related, Owner - rental property leasing, 1-5 hours/month Wythdrawl, Inv. Related, co-founder - website that focuses on portfolio distribution methods, 1-5 hours /month Assumption Greek Orthodox Church, Non Inv. related, Parish Council, 1-5 hours/month

Exams

• S66 Uniform Combined State Law Examination
  2008-10-24

Designations

• Certified Financial Planner

Other Names

• Daniel A Cupkovic