Unclaimed Profile

Mark Steven Schupbach

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas

SIE, Series 1, Series 7, Series 24, Series 63ChFCClean record24 years registeredVESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

2500 DALLAS PARKWAY, PLANO, TX 75093CRD# 415953Firm CRD# 122484

Profile Verification

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

Identity

Mark Steven Schupbach · PLANO, TX

Registration

CRD #415953 · VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

LPL FINANCIAL LLC

Jul 2017 – Feb 2019

PLANO, TX

CPF TEXAS

Oct 2002 – Nov 2018

PLANO, TX

LPL FINANCIAL LLC

Jun 2002 – Jul 2015

PLANO, TX

BLUE RONALD & CO LLC

Nov 2001 – Jun 2002

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · November 21, 2001

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

CRD 122484 · SEC 801-80920

AUM

$233M

Regulatory assets under management

Employees

527 client accounts

Services offered by VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS →

Introduction

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Frequently Asked Questions

What services does Mark Steven Schupbach offer?

Mark Steven Schupbach specializes in Financial Planning, Investment Management.

What are Mark Steven Schupbach's credentials?

Mark Steven Schupbach holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Steven Schupbach located?

Mark Steven Schupbach is based in PLANO, Texas, last registered with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS.

How does Mark Steven Schupbach charge for services?

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

How large is VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS?

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS has approximately 12 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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