Mark
Tepper
Strategic Wealth Partners, LTD
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About this Advisor
Mark Tepper is a financial advisor based in Independence, Ohio, working with Strategic Wealth Partners, LTD. Mark has previously held positions at Strategic Wealth Partners LTD and Swp Investment Management LLC. Mark has passed the Series 65 regulatory exam and is registered to provide services in New York and Ohio. Currently, Mark is part of Strategic Wealth Partners, LTD, which operates out of Independence, Ohio. The firm has 12 offices and 23 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Strategic Wealth Partners, LTD includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Strategic Wealth Partners, LTD Brokerage Details
$1,083,606,865
23
3,107
$348,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Tepper Work History
Swp Investment Management LLC
Strategic Wealth Partners LTD
Disclosures
Please visit the SEC profile of Mark Tepper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners, LTD
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Fulton, MD
Independence, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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