Oliver J. Kupe
Professional summary
Oliver J Kupe, who also goes by Joachim O Kupe, Joachim Oliver Kupe, Oliver Joachim Kupe, is a registered financial advisor currently at AURELIEN CAPITAL PARTNERS located in Chicago, Illinois.
Oliver is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Oliver has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Oliver J Kupe's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 23, 2020 - Present
AURELIEN CAPITAL PARTNERS
Office #1: 208 N. Green Street, Chicago, IL 60607November 5, 2018 - December 31, 2020
A&O ADVISORS
November 3, 2017 - December 31, 2018
FORT POINT CAPITAL PARTNERS LLC
January 28, 2013 - November 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 28, 2013 - November 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 19, 2012 - November 23, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/23/2020)
Exams
Current Firm
AURELIEN CAPITAL PARTNERS
CRD#: 311163 / SEC#: 801-119767
Contact information
Regulatory assets under management
| Total Number of Accounts | 186 |
| AUM (Assets Under Management) | $ 38,327,087 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
