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Andrew Louis Tisler

Epic Financial, LLC

Hudson, OH

CRD 6054015

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Employer firm

Epic Financial, LLC CRD 169410

$43.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Epic Financial, Llc

1790 Stoney Hill Dr. Suite A, Hudson, OH 44236 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-08
OH RA APPROVED 2013-11-07
  • TX RA
    APPROVED_RES
    Since 2020-09-08
  • OH RA
    APPROVED
    Since 2013-11-07

Branch Locations

1790 Stoney Hill Dr. Suite A, Hudson, OH 44236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Epic Financial, Llc Hudson OH 10/2013 Present
Previous Registrations
  • 2012-05-22 → 2013-10-29
    Jentner Wealth Management
    Akron, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ELLSWORTH ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC

Nearby Investors

CHRISTOPHER MICHAEL PRADO
Cameron Shields Miele
MICHELLE MARIE SCHWAB

Nearby Offices

ELLSWORTH ADVISORS, LLC · HUDSON, OH
JANNEY MONTGOMERY SCOTT LLC · Hudson, OH
LPL FINANCIAL LLC · HUDSON, OH

More in Hudson, OH

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