Alan Christopher Keppler
Investment adviser representative at Titleist Asset Management, LLC
15 yearsExperience
2 statesRegistered in
$2.8BFirm assets
3 yearsFirm in business
Are you Alan Christopher Keppler? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Titleist Asset Management, LLCApr 2023 to now
- Titleist Capital, LLCJun 2020 to now
- UnemployedMar 2020 to May 2020
- JP Morgan Chase Bank, N.A.Dec 2018 to Feb 2020
- JP Morgan Securities, LLCDec 2018 to Feb 2020
- Bank of America, N.A.Oct 2017 to Dec 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Dec 2018
- Product SpeicalistMar 2016 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2011 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Titleist Asset Management, LLC
$2.8BAssets managed
2,151Clients
43Advisers
3 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
- 5766305
- Firm CRD
- 323567