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Britta Anne Koepf

Tranquil Path Financial Planning

Brooklyn Heights, OH

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Current Employers
Tranquil Path Financial Planning

Brooklyn Heights, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-06
  • OH RA
    APPROVED
    Since 2022-07-06

Branch Locations

Brooklyn Heights, OH • 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
Practical Financial Planning, Inc. Cleveland OH 06/2015 12/2021
Northavenue Llc Columbus OH 01/2022 Present
  • 06/2015 → 12/2021
    Practical Financial Planning, Inc.
    Cleveland, OH
  • 01/2022 → Present
    Northavenue Llc
    Columbus, OH
Previous Registrations
  • 2022-01-19 → 2022-07-22
    Northavenue Llc
    Brooklyn Heights, OH
    Columbus, OH
  • 2016-07-12 → 2022-01-18
    Practical Financial Planning, Inc.
    Rocky River, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-11
  • S65 Uniform Investment Adviser Law Examination
    2016-07-11
Designations
Other Names
  • Britney Anne Koepf

View on SEC IAPD

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