Lynn Cupkie - Investment Advisory Representative

Lynn Cupkie - Investment Advisory Representative

Phone: 218-346-6164
Fax: 218-346-6166
Mobile Phone: 218-234-1132
E-mail:
 
Perham Office
P.O. Box 243
Perham, MN 56573 

 

Lynn has been in the Financial Services business since 1977.  He excels at helping his clients identify and prioritize their goals, as well as identify and implement effective strategies to acheive those goals.

Lynn primarily works with individuals and small businesses.

 

Professional Designations:

Ph.d. - Doctor of Philosophy

 

Securities Licenses:

Series 6 NASD - License for mutual funds and variable insurance/annuities

Series 7 NASD - License for general securities (stocks, bonds, mutual funds)

Series 63 NASAA - License for Federal and State securities regulations

Series 65 NASAA - License for investment advising business and fee-based financial planning

 

Insurance License:

Department of Commerce general insurance license for traditional items, whole life, universal life/annuities, long-term care, disability, and group insurance