Brian Koepp is a registered investment advisor at Sonnet, LLC, based in Spring, TX, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 260 clients with $120M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
18935 I-45 North, Spring, TX, 77388
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the Chief Investment Officer of Revo Financial, a Registered Investment Advisor (RIA). He spends about 10-20% of his time on this role, which involves updating and maintaining money management models.
Employment History
Current Registrations
Sonnet, LLC
Previous Registrations
Sonnet, LLC
Sonnet, LLC
The Institute
Onyx Wealth Advisors, INC.
Ims Financial Advisors, INC.
Ims Securities, Inc.dba Ims Financial 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.