Paul Koepfer (CRD# 273157) is an Investment Advisor Representative working at Summit Financial Advisors in Bradenton, FL and has over 34 years of experience in the finance industry. Paul Koepfer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial Advisors | Bradenton, FL | Apr 2019 - Current | 5 |
| Cadaret, Grant & Company, Inc. | Bradenton, FL | Apr 2019 - Current | 5 |
| Cadaret, Grant & Company, Inc. | Mcdonald, PA | Nov 2010 - Current | 13 |
| Summit Financial Advisors | Mcdonald, PA | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
- FL
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
FL, PA
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