Mark M Tepper

Current Employers

Employment History

• 10/2008 → Present
  Strategic Wealth Partners Ltd.
  Independence, OH
• 04/2024 → Present
  Swp Investment Management Llc
  Independence, OH

Previous Registrations

• 2008-06-13 → 2008-11-06
  Planmember Securities Corporation
  Seven Hills, OH
  Carpinteria, CA
  Seven Hills, OH

Other Businesses

1.Other Business Name: Strategic Wealth Planners, LLC 2.Investment Related? 3.Address of Other Business: 5005 Rockside Road, Suite 1200, Independence, OH 44131 4.Nature of Other Business: Insurance Agency 5.Position/Title/Relationship with Other Business: Managing Member, 60% Owner 6.Start Date: 09/2009 7.Hours Per Month: 1 8.Market Hours Per Month: 1 9.Duties Related to Other Business: 1.Other Business Name: SWP Performance, LLC 2.Investment Related? No 3.Address of Other Business: 5005 Rockside Road, Suite 1200, Independence, OH 44131 4.Nature of Other Business: Hosts HPDE events for car enthusiasts 5.Position/Title/Relationship with Other Business: Managing Member 6.Start Date: 07/2016 7.Hours Per Month: 1 8.Market Hours Per Month: 0 9.Duties Related to Other Business: 1.Other Business Name: Strategic Media, LLC 2.Investment Related? No 3.Address of Other Business: 5005 Rockside Road, Suite 1200, Independence, OH 44131 4.Nature of Other Business: Provides audio visual services for businesses 5.Position/Title/Relationship with Other Business: Managing Member 6.Start Date: 01/2018 7.Hours Per Month: 0 8.Market Hours Per Month: 0 9.Duties Related to Other Business: 1.Other Business Name: MT Crossview Properties, LLC 2.Investment Related? No 3.Address of Other Business: 4668 Kingsbury Trail, Richfield, OH 44286 4.Nature of Other Business: Rental Real Estate 5.Position/Title/Relationship with Other Business: Managing Member 6.Start Date: 04/2021 7.Hours Per Month: 0 8.Market Hours Per Month: 0 9.Duties Related to Other Business: Not Operating Currently

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-26

Designations

Other Names

• Mark Tepper