Laurence I. Koeppel

DIGITAL WEALTH

Los Angeles, CA

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CRD#: 4454812

Professional summary

Laurence Ian Koeppel, CFP®, who also goes by Larry Koeppel, is a registered financial advisor currently at DIGITAL WEALTH, LLC located in Los Angeles, California.

Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Laurence has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc.

Larry Koeppel is a  CFP® , a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Estate Planning

Education Planning

Inheritance

Retirement Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Do you have an area of expertise or specialization?

Entrepreneurs

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Are you a "fiduciary"?

Yes

Aliases

Larry Koeppel

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 Laurence Ian Koeppel's 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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

November 16, 2016 - Present

DIGITAL WEALTH, LLC

RIA

CRD#: 285369

Los Angeles, CA

Past

May 7, 2012 - December 2, 2016

GOLD COAST SECURITIES, INC.

RIA

CRD#: 110925

Burbank, CA

Past

November 11, 2004 - December 2, 2016

GOLD COAST SECURITIES, INC.

CRD#: 110925

Burbank, CA

Past

October 8, 2002 - November 4, 2004

NEBS FINANCIAL SERVICES, INC.

CRD#: 103874

CLEVELAND, OH

Past

December 13, 2001 - September 16, 2002

WADDELL & REED

RIA

CRD#: 866

TORRANCE, CA

Past

November 5, 2001 - September 16, 2002

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

California
(11/16/2016)

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 66

Date: 12/6/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/2/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2001

General Securities Representative Examination

Current Firm

DIGITAL WEALTH, LLC

CRD#: 285369 / SEC#:

California

Registered Investment Advisory firm - (11/16/2016 Approved)

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Contact information

Main Address

Los Angeles, CA

Mailing Address

13157 Mindanao Way #476, Marina Del Rey, CA 90292

Phone number

(310) 601-4178

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 6,517,210

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Laurence I. Koeppel

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurence Ian Koeppel's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIGITAL WEALTH, LLC

GOLD COAST SECURITIES, INC.

GOLD COAST SECURITIES, INC.

NEBS FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2001

SIE

Date: 12/2/2016

Series 7

Date: 11/2/2001

Current Firm

DIGITAL WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIGITAL WEALTH, LLC

TRUST BUT VERIFY

Contact information

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