Brett Koeppel, financial advisor Buffalo NY

Brett Koeppel

CRD Number: 5967372
Current Firm: Eudaimonia Wealth

Brett Koeppel (CRD# 5967372) is an Investment Advisor Representative working at Eudaimonia Wealth in Buffalo, NY and has over 12 years of experience in the finance industry. Brett Koeppel 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
Strategic Financial Concepts, LLC Buffalo, NY Jan 2021 - Current 3
Eudaimonia Wealth LLC Buffalo, NY Aug 2019 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Williamsville, NY Apr 2012 - Aug 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Brett Koeppel
Phone Number: 716-362-1182
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $310,277
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
Types of Clients
Registered States

NY

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