Daniel Lawrence Cuprill
CFP®Professional Summary
Daniel Lawrence Cuprill, CFP® is a registered financial advisor currently at MONEY & CLARITY located in Cincinnati, Ohio. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Daniel has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
CUPRILL WEALTH COACHING, LLC | MONEY & CLARITY | MATSON & CUPRILL
Contact Information
Main Address
100 E-business Way Suite 380, Cincinnati, OH 45241Phone Number
(513) 563-7526# of Employees
3Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/11/2024)
(2/13/2015)
(5/31/2024)
(1/1/2024)
(2/6/2024)
(2/7/2024)
(1/10/2024)
(1/19/2024)
(1/17/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1994About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lawrence Cuprill's CRS (Customer Relationship Summary).
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