Stephen Eppich, financial advisor Westlake OH
103 score

Stephen Eppich

CRD Number: 1454349
Current Firm: Liberty Partners Capital Management, LLC

Stephen Eppich (CRD# 1454349) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Westlake, OH and has over 30 years of experience in the finance industry. Stephen Eppich 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Liberty Partners Financial Services, LLC Bakersfield, CA Jun 2012 - Current 4
Liberty Partners Capital Management, LLC Cheyenne, WY Jun 2012 - Current 4
Wrp Investments, Inc. Youngstown, OH Jan 2004 - Jun 2012 8
IDS Amercan Express independence, OH Apr 1986 - Jan 2004 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
Contact Info for Stephen A. Eppich
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $137,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, WA

Firm Disclaimer:

Comprehensive Financial Plannig, Specializing in Retirement and Estate Planning, with the use of Active Portfolio Managemnt.

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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