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Laurence Ian Koeppel

Digital Wealth, LLC

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About Laurence Ian Koeppel

Laurence Koeppel is a financial advisor in Los Angeles, California. Laurence is a Certified Financial Planner with over 20 years of experience in the financial services industry. Laurence is currently registered with Digital Wealth, LLC and has previously worked at Gold Coast Securities, Inc., NEBS Financial Services, Inc., and Waddell & Reed, Inc. Laurence specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Laurence Koeppel is currently registered with Digital Wealth, LLC. Digital Wealth, LLC is an investment advisor registered with the SEC. The firm manages a total of $5,810,035 in regulatory assets under management for 29 accounts, including 8 high-net-worth individuals and 8 other individuals. They offer financial planning and portfolio management services to individuals and provide educational seminars. Digital Wealth, LLC can be reached at their website, digitalwealth.la.

$5.81M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laurence Koeppel’s Registration & Firm History

CA

11/16/2016 - Present

Digital Wealth, LLC (LOS ANGELES CA)

CA

11/11/2004 - 12/02/2016

GOLD COAST SECURITIES, INC. (Burbank CA)

OH

10/08/2002 - 11/04/2004

NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)

KS

11/05/2001 - 09/16/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 12/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurence Ian Koeppel.
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