TrueAdvisor
TrueAdvisor
DK
DK

Daniel Patrick Kuczero

T2 Asset Management, LLC
18 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
T2 Asset Management, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
685 clients
Average Client Portfolio
$241K average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$100K

Location

1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
T2 Asset Management, LLC
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Spc
June 2012 - May 2015 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - June 2012 · 1 yr 10 mos
Edward Jones
February 2007 - August 2010 · 3 yrs 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.