Britta A. Koepf

TRANQUIL PATH FINANCIAL PLANNING

Brooklyn Heights, OH

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CRD#: 6658778

Professional summary

Britta Anne Koepf, CFP®, who also goes by Britney Anne Koepf, is a registered financial advisor currently at TRANQUIL PATH FINANCIAL PLANNING located in Brooklyn Heights, Ohio.

Britta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Britta has worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

Fixed Fee (Subscription

Retainer

etc.)

Special Needs Planning

Tax Planning

Biography

Britta believes that financial planning is not a one-time event; it is a process that everyone should engage in for their entire lives. She works with clients to create financial plans suited to their unique and changing situations.

"I like being the person my clients can come to when they need to talk through a financial concern, whether they need guidance or a sounding board."

Britta is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program, and has earned The American College of Financial Services' Chartered Special Needs Consultant Designation® (ChSNC®).

Question & Answer

What are your service offerings?

Estate Planning

Employee and Employer Plan Ben...

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Insurance Planning

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Britney Anne Koepf

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 Britta Anne Koepf'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: 2017

Experience

Current

July 6, 2022 - Present

TRANQUIL PATH FINANCIAL PLANNING

RIA

CRD#: 322455

Brooklyn Heights, OH

Past

January 19, 2022 - July 22, 2022

NORTHAVENUE LLC

RIA

CRD#: 297300

Brooklyn Heights, OH

Past

July 12, 2016 - January 18, 2022

PRACTICAL FINANCIAL PLANNING, INC.

RIA

CRD#: 119984

ROCKY RIVER, 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
(7/6/2022)

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: 7/11/2016

Uniform Investment Adviser Law Examination

Current Firm

TRANQUIL PATH FINANCIAL PLANNING

TRANQUIL PATH FINANCIAL PLANNING | TRANQUIL PATH FINANCIAL PLANNING, LLC

CRD#: 322455 / SEC#:

Ohio

Registered Investment Advisory firm - (7/6/2022 Approved)

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Contact information

Main Address

Brooklyn Heights, OH

Mailing Address

Phone number

(216) 270-6994

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 12,957,372

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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Britta A. Koepf

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britta Anne Koepf's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANQUIL PATH FINANCIAL PLANNING

NORTHAVENUE LLC

PRACTICAL FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2016

Current Firm

TRANQUIL PATH FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRANQUIL PATH FINANCIAL PLANNING

TRUST BUT VERIFY

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