Unclaimed Profile

Steven John Cupchak

IPEX, INC.·PLYMOUTH, Michigan

Series 7, Series 65Clean record16 years registeredIPEX, INC.

156 WEST LIBERTY STREET, PLYMOUTH, MI 48170-1315CRD# 2215891Firm CRD# 124337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven John Cupchak · PLYMOUTH, MI

Registration

CRD #2215891 · IPEX, INC. · 16 years registered

Brand Profile

Not yet started

Career History

IPEX, INC.

Feb 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPEX, INC.

CRD 124337 · SEC 801-71851

AUM

$2.0B

Regulatory assets under management

Employees

50 client accounts

Services offered by IPEX, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IPEX, INC. →

Introduction

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Frequently Asked Questions

What services does Steven John Cupchak offer?

Steven John Cupchak specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.

What are Steven John Cupchak's credentials?

Steven John Cupchak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven John Cupchak located?

Steven John Cupchak is based in PLYMOUTH, Michigan, working with IPEX, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Steven John Cupchak charge for services?

Steven John Cupchak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IPEX, INC.?

IPEX, INC. has approximately 3 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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