Paul Koepfer (CRD# 273157) is an Investment Advisor Representative working at Summit Financial Advisors in Bradenton, FL and has over 35 years of experience in the finance industry. Paul Koepfer has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
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 |
- 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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