Richard Epple, financial advisor Wayzata MN

Richard Epple

CRD Number: 4443835
Current Firm: Aurochs Financial Group, LLC

Richard Epple (CRD# 4443835) is an Investment Advisor Representative working at Aurochs Financial Group, LLC in Wayzata, MN and has over 23 years of experience in the finance industry. Richard Epple 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
Aurochs Financial Group LLC Wayzata, MN Jan 2015 - Current 9
Epple Financial Advisors, LLC Mound, MN Jan 2002 - Jan 2015 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Richard L. Epple
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $458,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

MN

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