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advisor

Mark Tepper

Strategic Wealth Partners

5005 Rockside Road

Independence, OH 44131

2168009000

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About Strategic Wealth Partners

We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children's education, plan for retirement, and minimize your tax exposure. If you're a business owner, we help you plan and execute your exit strategy. Helping people across the full spectrum of financial services is what we do, and it's what drives us, every day.

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General Information

Firm Start Year

2003

No. of Employees

20-49

CRD#

4417859

Firm CRD#

4417859

Name of Custodial Firm

Charles Schwab & Fidelity

Years of Experience in Financial Services

20

Number of Years with Current Firm

15

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Firm Information

Firm's Number of Clients

1,800

Assets Managed by Firm

$1,500,000,000

Advisor's Number of Clients

1,800

Assets Managed by Advisor

$1,500,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Education

Bachelor of Science in Business Administration - Finance

John Carroll University
09/01/1998 -05/01/2002

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