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Steven John Cupchak

Ipex, Inc.

Plymouth, MI

CRD 2215891

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Employer firm

Ipex, Inc. CRD 124337

$2.65B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • ENDOW/FNDN. CONSULTING SERVICES

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

Current Employers
Ipex, Inc.

156 West Liberty Street, Plymouth, MI 48170-1315 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-02-12
  • MI RA
    APPROVED
    Since 2010-02-12

Branch Locations

156 West Liberty Street, Plymouth, MI 48170-1315 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ipex, Inc Plymouth MI 09/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-06-09
  • S65 Uniform Investment Adviser Law Examination
    1997-06-09
Designations
  • Chartered Financial Analyst
Other Names
  • Steven John Cupchak

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
FOGUTH WEALTH MANAGEMENT, LLC.
LPL FINANCIAL LLC

Nearby Investors

PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT

Nearby Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI

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