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Managing Partner, Cadent Capital, LLC
Branch Manager, RJFS

Casey Kupper

Casey was drawn to financial planning after getting engaged to his wife, Michelle, at Texas A&M. He was captivated by the interplay between finances and life decisions, working with clients to set goals and identify planning opportunities. Once he learned that those all come together in a career in wealth management, the rest is history! Casey is an Aggie, but moved back home after getting engaged, where he graduated from the University of North Texas with his Bachelor of Science in Economics. Casey is a primary relationship authority for Cadent Capital’s most sophisticated clients, including families served at the multi-family office level across multiple generations. 

Casey has two children, one in college studying architecture, and the other in highschool, so he has enjoyed having a little extra free time as of late. He spends it playing golf, chess, and keeping his math skills sharp however he can. He also has begun experimenting with creating apps for family and friends to solve hyper-specific problems, which has been scratching an inventive itch that he didn’t know existed. Outside of his analytical interests, Casey loves trying new restaurants with his wife and sharing a bottle of red wine with friends.

Credentials & Specializations:

  • CFP® – CERTIFIED FINANCIAL PLANNER®
  • CFA – Chartered Financial Analyst
  • CAIA – Chartered Alternative Investment Analyst (understanding unique risks and opportunities with alternative investments)
  • CEPA – Certified Exit Planning Advisor (focused work on value acceleration process, pre-liquidity planning, de-risking businesses, helping determine what’s next after transition)
  • Series Licenses: 7, 63, 65, 9, 10 licenses
  • Business planning and ownership – primarily advises founders and entrepreneurs through the full arc of building, structuring, and ultimately transitioning a business
  • Leads Cadent’s Business Owner Strategy Summit – a curated invitation-only initiative connecting founders near a liquidity event with substantive, peer content and conversation.

Disclosures: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website users and/or members.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, marketed as Cadent Capital, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cadent Capital, LLC is seperately owned and operated and not indepedently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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