Paul J Koepfer
CFP®Professional Summary
Paul J Koepfer, CFP®, who also goes by Paul Jeffery Koepfer, Paul Koepfer, is a registered financial advisor currently at SUMMIT FINANCIAL ADVISORS located in Bradenton, Florida and LPL FINANCIAL LLC located in Mcdonald, Pennsylvania. Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Paul has worked at 11 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Jeffery Koepfer, Paul Koepfer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
53 years in the financial services industry
Current & Past Employments
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Current Firm
PAUL J KOEPFER | SUMMIT FINANCIAL ADVISORS
Contact Information
Main Address
Bradenton, FLPhone Number
(412) 215-3335# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/9/2026)
(2/12/2020)
(7/10/2025)
(7/10/2025)
(7/10/2025)
(3/8/2021)
(7/10/2025)
(7/10/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Apr 1973SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Paul J Koepfer's CRS (Customer Relationship Summary).
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