Richard Keppler
Richard Keppler is a registered investment advisor at First Advisors National, LLC, based in Coupeville, WA, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,858 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.
Fee Estimator
Location
1801 Seaview Avenue, Coupeville, WA, 98239
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2009Employment Separation After Allegations
January 2004Other Business ActivitiesSells Insurance
Richard is an independent insurance agent since 2011, prospecting for new clients and servicing an existing book of business. This takes nearly full-time hours.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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