Eric Koeplin is a registered investment advisor, based in Englewood, CO, with 28 years of industry experience.
Location
155 Inverness Drive W, Suite 210, Englewood, CO, 80112
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Previous Registrations
Eversource Wealth Advisors, LLC
May 2025 - December 2025 · 7 mos
Alpha Principle, LLC
December 2021 - September 2025 · 3 yrs 9 mos
Adviceperiod, LLC
October 2019 - December 2021 · 2 yrs 2 mos
The Milestone Group, INC.
May 1996 - May 2018 · 22 yrs
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.