Adam Cupp
Adam Cupp is a registered investment advisor at Cetera Investment Advisers LLC, based in Ottawa, OH, with 20 years of industry experience. Adam 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
971 N Perry St, Ottawa, OH, 45875
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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
Adam is a board member for First Christian Church and Putnam County Republican Central Committee. He is also a Senior Account Executive/Minority Owner at WC Felton Agency Inc and a Senior Account Executive at UIS Insurance & Investments, selling insurance, securities, and investment products, dedicating full-time hours to this role. Additionally, Adam works full-time as an independent insurance agent selling fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations24 states
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