Eric Thomas Koeplin
Investment adviser representative at Innovest Portfolio Solutions LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Innovest Portfolio Solutions LLCJun 2026 to now
- Eversource Wealth Advisors, LLCMay 2025 to now
- Alpha Principle, LLCNov 2021 to now
- AdviceperiodSep 2019 to Dec 2021
- Koeplin Family OfficeMay 2018 to Sep 2019
- The Milestone GroupJan 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (CO).
Innovest Portfolio Solutions LLC
$0Assets managed
467Clients
23Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2240251
- Firm CRD
- 106110