Daniel Jerome Kruper
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- 3rivers FinancialJul 2024 to now
- Commonwealth Financial NetworkJul 2023 to now
- Pinnacle Financial StrategiesJul 2023 to Jul 2024
- Citizens Securities, Inc.Dec 2016 to Jul 2023
- Key Investment Services, LLCSep 2016 to Dec 2016
- KeybankSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6272763
- Firm CRD
- 8032