Paul Koepfer, financial advisor Bradenton FL

Paul Koepfer

CRD Number: 273157
Current Firm: Summit Financial Advisors

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.

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Professional Designations
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 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Paul J. Koepfer
Phone Number: 412-215-3335
Registered State(s):
  • FL
  • PA
Current Firm Details
Summit Financial Advisors
Firm's CRD Number: 123926
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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