Craig Poeppelman (CRD# 4730522) is an Investment Advisor Representative working at Hp & Associates in Bellefontaine, OH and has over 18 years of experience in the finance industry.
CRD# 5441376
Park Avenue Securities LLC
CRD# 4482317
Edward Jones
CRD# 2247465
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harper Associates, Inc. | Columbus, OH | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management52MILLIONS
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Total Number of Accounts57ACCOUNTS
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Average Account Value$913,066
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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