Casey Kupper
Helping corporate executives, business owners and others who are serious about taking control of their financial future.
- Role
- Principal, Cadent Capital, Llc & Wealth Advisor, Rjfs at Cadent Capital, Llc
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Experience
Principal, Cadent Capital, Llc & Wealth Advisor, Rjfs
Jan 2015 — Present · Dallas-Fort Worth, TX, US
Serving a small, select group of individuals who are entrepreneurial in spirit and possess the vision to create value for the companies they lead or the businesses they grew. Some were corporate executives who envisioned new opportunities within their industries and had the foresight to act upon them. When it\'s time to prepare for retirement or transition from the business they began, that valued relationship is with advisors at Cadent Capital, LLC. 105 DECKER DRIVESUITE 450IRVING, TEXAS 75••••••••54
Education
University of North Texas
Bachelor’s Degree
1999 — 2001
Texas A&M University
Economics
1996 — 1999
Skills
- Series 65
- Estate Planning
- Executive Compensation Planning
- Wealth Management
- Personal Financial Planning
- Finance
- Life Insurance
- Series 7
- Financial Advisory
- Financial Planning
- Investment Advisory
- Series 63
- Retirement Planning
- Investments
- Alternative Investments
- Retirement
- Securities
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