Andrew L. Tisler

EPIC FINANCIAL

Hudson, OH 44236

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CRD#: 6054015

Professional summary

Andrew Louis Tisler III, CFP® is a registered financial advisor currently at EPIC FINANCIAL, LLC located in Hudson, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 2 firms .

Core Areas of Focus

Business Owners

Corporate Executives

Divorce Planning

Entrepreneurs

Investment Advice with Ongoing Management

Medical Professionals

Biography

I’m not your typical suit-and-tie guy. I’m an outdoorsman at heart with serious hillbilly tendencies. If it’s the weekend, you’ll find me outside. I like to hunt and fly fish. I’m not particularly good at either, but I’ve had some epic trips doing both. In the spring I enjoy helping my friend Dan with the maple syrup operation at Reeves Farm. I’m building my old man library of stories that will last a lifetime.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Insurance Planning

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

None

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 Andrew Louis Tisler III'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: 2010

Experience

Current

November 7, 2013 - Present

EPIC FINANCIAL, LLC

Office #1: 1790 Stoney Hill Dr. Suite A, Hudson, OH 44236

RIA

CRD#: 169410

Hudson, OH

Past

May 22, 2012 - October 29, 2013

JENTNER WEALTH MANAGEMENT

RIA

CRD#: 105248

AKRON, OH

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

Ohio
(11/7/2013)

IAR

Texas
(9/21/2020)

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

Current Firm

EPIC FINANCIAL, LLC

CRD#: 169410 / SEC#:

Ohio

Registered Investment Advisory firm - (11/6/2013 Approved)

Texas

Registered Investment Advisory firm - (9/8/2020 Conditional Restricted)

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Contact information

Main Address

1790 Stoney Hill Dr. Suite A, Hudson, OH 44236

Mailing Address

Phone number

(330) 331-0629

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 39,303,323

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.

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Andrew L. Tisler

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Louis Tisler III's CRS (Customer Relationship Summary).

Certified licenses

Experience

EPIC FINANCIAL, LLC

JENTNER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

EPIC FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EPIC FINANCIAL, LLC

TRUST BUT VERIFY

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