Eric Koeplin (CRD# 2240251) is an Investment Advisor Representative working at Alpha Principle, LLC in Englewood, CO and has over 31 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Alpha Principle, LLC | Lone Tree, CO | May 2022 - Current | 1 |
Alpha Principle, LLC | Lone Tree, CO | Nov 2021 - May 2022 | < 1 |
Adviceperiod | Englewood, CO | Sep 2019 - Dec 2021 | 2 |
Koeplin Family Office | Englewood, CO | May 2018 - Sep 2019 | 1 |
The Milestone Group | Denver, CO | Jan 2016 - May 2018 | 2 |
The Milestone Group | Denver, CO | Sep 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 1992 |
- CO
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$1,675,044
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, NE, NH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.