Rodney Cupp
Rodney Cupp is a registered investment advisor at Cetera Investment Advisers LLC, based in Waunakee, WI, with 28 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
114 W Main Ste B, Waunakee, WI, 53597
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rodney sells fixed insurance products, including life, health, disability, annuities, and long-term care, as an insurance agent. He also owns Cupp Financial, a financial services business, and has a 12.5% ownership stake in Cupp Brothers Farm, dedicating minimal time to general upkeep and participation in farm programs.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations15 states
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.