ERIC THOMAS KOEPLIN is an investment adviser representative (IAR) with state registration records since 1996, appearing at 5 firms. Currently registered with INNOVEST PORTFOLIO SOLUTIONS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INNOVEST PORTFOLIO SOLUTIONS LLC | 2026-06-16 | present | Yes |
| EVERSOURCE WEALTH ADVISORS, LLC | 2025-05-05 | 2026-04-01 | — |
| ALPHA PRINCIPLE, LLC | 2021-12-05 | 2025-09-25 | — |
| ADVICEPERIOD, LLC | 2019-10-14 | 2021-12-31 | — |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 1996-05-30 | 2018-05-09 | — |