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Mark M Tepper

Strategic Wealth Partners, Ltd.

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About Mark M Tepper

Mark Tepper is a financial professional with over 15 years of experience in the industry. Mark is registered with Strategic Wealth Partners, Ltd., a firm based in Independence, Ohio, where Mark has been employed since 2008. Mark is also registered with SWP Investment Management LLC, a firm based in Independence, Ohio, where Mark has been employed since 2024. Mark provides financial planning, portfolio management, and pension consulting services. Mark holds a Series 6 and Series 65 licenses and is a Certified Financial Planner.

Firm Information

Mark Tepper is currently registered with Strategic Wealth Partners, Ltd.. Strategic Wealth Partners, Ltd. is an investment advisor based in Independence, OH with approximately $1.08 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. They serve high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Strategic Wealth Partners, Ltd.

5005 ROCKSIDE ROAD

INDEPENDENCE, OH 44131-6829

$1.08B

Assets Under Management

Not reported

Total Clients

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Mark Tepper’s Registration & Firm History

OH

11/19/2008 - Present

Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)

OH

04/09/2009 - 03/01/2010

H. BECK, INC. (SEVEN HILLS OH)

OH

06/04/2008 - 11/06/2008

PLANMEMBER SECURITIES CORPORATION (SEVEN HILLS OH)

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Licenses & Designations

IA

Issued 09/26/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark M Tepper.
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