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Daniel Jason Lupo

Npf Investment Advisors

Grand Rapids, MI

CRD 6723031

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Employer firm

Npf Investment Advisors CRD 104683

$2.69B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTATION SERVICES

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

Current Employers
Npf Investment Advisors

40 Pearl St., Nw, Suite 500, Grand Rapids, MI 49503-3026 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-22
  • MI RA
    APPROVED
    Since 2025-01-22

Branch Locations

40 Pearl St., Nw, Suite 300, Grand Rapids, MI 49503 • 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
Norris Perne & French Llp Grand Rapids MI 10/2012 Present
  • 10/2012 → Present
    Norris Perne & French Llp
    Grand Rapids, MI
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
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Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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