Mark Koppelmann, CFP<sup>&reg;</sup> - Financial Advisor

Mark Koppelmann, CFP®

CRPS®

Senior Financial Advisor

LPL Financial

1 N Main St, Fl 4
Greenville, SC 29601-4878
FINANCIAL ADVISOR'S WEBSITE
(864) 214-0540 CONNECT WITH
  • linkedin link

General

Koppelmann is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at LPL Financial in Greenville, SC and the surrounding communities.

Financial Advisor Overview

A CERTIFIED FINANCIAL PLANNER™ focused on the retirement, investment, and insurance needs of small business owners and families.

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Financial Advisor Experience

Mark has 25+ years advising small business owners and families in the areas of retirement planning, investment management, life insurance, and estate planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: SC, GA, TX, CA
  • Fixed annuities: SC, GA, TX, CA
  • Variable annuities: SC, GA, TX, CA

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources