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Daniel Jordan Kipp

CITY CAPITAL VENTURES, LLC·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordCITY CAPITAL VENTURES, LLC
444 N. MICHIGAN AVE., SUITE 3250, CHICAGO, IL 60611CRD# 1379802Firm CRD# 314936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Jordan Kipp · CHICAGO, IL
Registration
CRD #1379802 · CITY CAPITAL VENTURES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CITY CAPITAL VENTURES, LLC
CRD 314936 · SEC 801-130777
AUM
$286M
Regulatory assets under management
Employees
8
10 client accounts
Services offered by CITY CAPITAL VENTURES, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CITY CAPITAL VENTURES, LLC →
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Frequently Asked Questions

What services does Daniel Jordan Kipp offer?
Daniel Jordan Kipp specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Daniel Jordan Kipp's credentials?
Daniel Jordan Kipp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jordan Kipp located?
Daniel Jordan Kipp is based in CHICAGO, Illinois, working with CITY CAPITAL VENTURES, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Daniel Jordan Kipp charge for services?
Daniel Jordan Kipp's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITY CAPITAL VENTURES, LLC?
CITY CAPITAL VENTURES, LLC has approximately 8 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Abigail Katzen Mooney
CHICAGO, IL

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Research
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