Rachael Kepke
Rachael Kepke is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachael works as an associate/employee at Summit Financial Group, overseeing planning, trading, client services, and compliance. This takes about half of Rachael's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
NFP Securities, INC.Broker
NFP Securities, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations43 states
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