Samuel Koepsell, financial advisor Oviedo FL

Samuel Koepsell

CRD Number: 7730901
Current Firm: Shk Capital Management, Inc.

Samuel Koepsell (CRD# 7730901) is an Investment Advisor Representative working at Shk Capital Management, Inc. in Oviedo, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Shk Capital Management, Inc. Oviedo, FL Apr 2023 - Current 1
Shk Financial, Inc. Oviedo, FL Jan 2023 - Current 1
Unemployed Oviedo, FL Jun 2019 - Jan 2023 3
Mfm Financial, Inc. Orlando, FL Oct 2014 - Jun 2019 4
Unemployed Oviedo, FL Sep 2013 - Oct 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Samuel H. Koepsell
Phone Number: 407-967-1584
Registered State(s):
  • FL
Current Firm Details
Shk Capital Management, Inc.
Firm's CRD Number: 326632
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL

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