KC
KC

Kevin Chupack

15 Years of Experience
Farmington Hills, MI
Sells Insurance

Kevin Chupack is a registered investment advisor at Greenway Financial, LLC, based in Farmington Hills, MI, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 244 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$151.4M
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Location

31731 Northwestern Highway, Suite 156W, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kevin is involved with Haniel Lildrew, LLC, a passive investment company, dedicating minimal time. He also works as an insurance agent selling life insurance, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Greenway Financial, LLC
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Highpoint Advisor Group, LLC
July 2016 - December 2017 · 1 yr 5 mos
LPL Financial LLCBroker
June 2016 - August 2017 · 1 yr 2 mos
Sage Capital Management, LLC
November 2010 - June 2016 · 5 yrs 7 mos
TD Waterhouse Investor Services, INC.Broker
January 2001 - May 2001 · 4 mos
State Registrations1 state
MI
Advisor

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.