Mark
Tepper

Strategic Wealth Partners, LTD

CRD#4417859
Investment Advisor
in Independence, OH

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About this Advisor

Mark Tepper is a certified financial planner who works out of Independence, Ohio with 15 years of industry experience. Tepper is an advisor for Strategic Wealth Partners, LTD. They have spent their complete employment at Strategic Wealth Partners, Ltd. Tepper holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in New York and Ohio. Strategic Wealth Partners, LTD is a registered investment firm operating out of Independence, OH. The firm has offices in eight locations and a total of 20 employees. It manages $796 million in assets among its 2,393 accounts, making it one of the larger firms in the United States by assets under management. The firm serves one charitable organizations. Of its 2,393 customer accounts, 54% belong to high-net-worth individuals who have greater than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Financial advisory fee schedules depend on which services are offered. Fee types charged by Strategic Wealth Partners, LTD likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5005 Rockside Road Suite 1200
Independence, OH 44131-6829

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Strategic Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$795,833,306

OH Average: $2,106,341,625
Total Number of Employees

20

OH Average: 34
Total Number of Accounts

2,393

OH Average: 1,972
Average Account Size

$332,567

OH Average: $1,068,125

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

Mark has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Strategic Wealth Partners LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Ryan Dobroka
Independence, OH
Tasha Mauss
Independence, OH
David Abate
Independence, OH
Derek Gabrielsen
Independence, OH
Matthew Geary
Independence, OH
Anthony Zabiegala
Independence, OH
Ian Miller
Independence, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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