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CFP

Debra Kuper

Focus Financial
38 Years of Experience
Woodbury, MN
1 DisclosureBrokerSells Insurance
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Debra Kuper is a CFP-designated registered investment advisor at Focus Financial, based in Woodbury, MN, with 38 years of industry experience. Debra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

539 Bielenberg Drive, Suite 135, Woodbury, MN, 55125

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Debra is a statutory agent for Focus Financial Network, selling and servicing fixed insurance products, dedicating minimal time to this. She also works as a statutory agent for their Registered Investment Advisor, spending nearly full-time discussing with clients, executing trades, processing transactions, and evaluating portfolios.

Employment History
Current Registrations
Focus Financial
August 2005 - Present · 21 yrs 2 mos
Osaic Wealth, INC.Broker
September 1996 - Present · 30 yrs 1 mo
Previous Registrations
American Express Financial Advisors INC.Broker
October 1987 - October 1996 · 9 yrs
State Registrations10 states
AZFLIAINMNNVSDTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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