Eric T. Koeplin

INNOVEST PORTFOLIO SOLUTIONS

DENVER, CO 80237

CRD#: 2240251

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Professional summary

Eric Thomas Koeplin, who also goes by Eric Koeplin, is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Denver, Colorado.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Eric has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Koeplin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Thomas Koeplin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2026 - Present

INNOVEST PORTFOLIO SOLUTIONS LLC

Office #1: 7979 E. Tufts Ave. Suite 1700, Denver, CO 80237

RIA

CRD#: 106110

DENVER, CO

Past

May 5, 2025 - April 1, 2026

EVERSOURCE WEALTH ADVISORS, LLC

RIA

CRD#: 286340

Englewood, CO

Past

December 5, 2021 - September 25, 2025

ALPHA PRINCIPLE, LLC

RIA

CRD#: 317053

ENGLEWOOD, CO

Past

October 14, 2019 - December 31, 2021

ADVICEPERIOD, LLC

RIA

CRD#: 169828

Littleton, CO

Past

May 30, 1996 - May 9, 2018

BOK FINANCIAL PRIVATE WEALTH, INC.

RIA

CRD#: 106733

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INNOVEST PORTFOLIO SOLUTIONS LLC

CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA

Registered Investment Advisory firm - (3/19/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/1992

Uniform Investment Adviser Law Examination

Current Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA

Registered Investment Advisory firm - (3/19/1996 Approved)

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Contact information

Main Address

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237

Mailing Address

Phone number

(303) 694-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC REVISED 2026 (3/6/2026)

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/31/2025	Cover Page	Report
03/19/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Eric T. Koeplin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Thomas Koeplin's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVEST PORTFOLIO SOLUTIONS LLC

EVERSOURCE WEALTH ADVISORS, LLC

ALPHA PRINCIPLE, LLC

ADVICEPERIOD, LLC

BOK FINANCIAL PRIVATE WEALTH, INC.

Primary Firm SEC Registration

INNOVEST PORTFOLIO SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/1992

Current Firm

INNOVEST PORTFOLIO SOLUTIONS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Accountant surprise examination report

Red Flags

Company Information

INNOVEST PORTFOLIO SOLUTIONS LLC

TRUST BUT VERIFY

Contact information

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