Casey M. Kupper,  CFP<sup>&reg;</sup> - Financial Advisor

Casey M. Kupper, CFP®

CFA, CAIA®

Cadent Capital, LLC

105 Decker Dr., Suite 450
Irving, TX 75062
(972) 441-4554

General

Casey Kupper is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cadent Capital, LLC in Irving, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth

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