Benjamin Eugene Kappler
Investment adviser representative at Tci Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$5.4BFirm assets
36 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Tci Wealth Advisors, Inc.Feb 2020 to now
- Blue Cross Blue Shield of ArizonaMay 2019 to Aug 2019
- University of Arizona - Eller College of ManagementAug 2018 to Dec 2019
- Tucson Country Day SchoolAug 2018 to Apr 2019
- Tucson Country Day School - Camp AdventureJun 2017 to Jul 2018
- Arizona House of RepresentativesFeb 2017 to May 2017
- StudentOct 2014 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Tci Wealth Advisors, Inc.
$5.4BAssets managed
3,268Clients
46Advisers
36 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
- 7991803
- Firm CRD
- 107373