Brett Koeppel
CFP®Professional Summary
Brett Koeppel, CFP®, who also goes by Brett A Koeppel, is a registered financial advisor currently at EUDAIMONIA WEALTH located in Buffalo, New York. Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brett has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Social Security & Medicare Planning
- Investment Management
- Tax Planning
Biography
I grew up in Kenmore and attended Canisius College where I earned a degree in Finance. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation—demonstrating my commitment to the highest standards of integrity and professionalism in the industry. When I’m not building financial plans, you can most often find me at a hockey rink, Bills game, or sampling a flight at a local brewery with my wife, Erin. I currently serve on the board of...
Other Aliases
Brett A Koeppel
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
EUDAIMONIA WEALTH | EUDAIMONIA WEALTH, LLC | EUDAIMONIA WEALTH LLC
Contact Information
Main Address
1207 Delaware Avenue Suite 110, Buffalo, NY 14209Phone Number
(716) 362-1182# of Employees
1SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
116AUM (Assets Under Management)
$35,751,491Similar Advisors
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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.
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Primary Firm SEC Registration
EUDAIMONIA WEALTH | EUDAIMONIA WEALTH, LLC | EUDAIMONIA WEALTH LLC
State Registrations and Notice Filings
(8/26/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brett Koeppel's CRS (Customer Relationship Summary).
Services Offered by Brett
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Social Security & Medicare Planning
- Investment Management
- Tax Planning
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LPL FINANCIAL LLC
