Amber Nicole Hepler

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-11-13

OH RA
APPROVED

Since 2025-11-13

Branch Locations

Charlotte, NC • United States

Carlsbad, CA • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2021	Present
Vallonia Industries	Meadville	PA	05/2018	05/2021
Edinboro University Of Pennsylvania	Edinboro	PA	08/2017	05/2021
Giant Eagle	Meadville	PA	09/2014	03/2021
Citizens Bank	Meadville	PA	12/2015	12/2017
Staples	Meadville	PA	08/2017	08/2017
Edinboro University Of Pennsylvania Psychology Department	Edinboro	PA	01/2018	12/2018
Bethesda Lutheran Services	Meadville	PA	12/2018	02/2019
Kaleidascope, Inc.	Erie	PA	07/2018	01/2019
Edinboro University Of Pennsylvania Financial Aid Office	Edinboro	PA	09/2020	12/2020
The Arc Of Crawford County	Meadville	PA	04/2018	12/2018
Osaic Wealth, Inc.	Gahanna	OH	11/2025	Present

06/2021 → Present

The Vanguard Group, Inc.

Charlotte, NC
05/2018 → 05/2021

Vallonia Industries

Meadville, PA
08/2017 → 05/2021

Edinboro University Of Pennsylvania

Edinboro, PA
09/2014 → 03/2021

Giant Eagle

Meadville, PA
12/2015 → 12/2017

Citizens Bank

Meadville, PA
08/2017 → 08/2017

Staples

Meadville, PA
01/2018 → 12/2018

Edinboro University Of Pennsylvania Psychology Department

Edinboro, PA
12/2018 → 02/2019

Bethesda Lutheran Services

Meadville, PA
07/2018 → 01/2019

Kaleidascope, Inc.

Erie, PA
09/2020 → 12/2020

Edinboro University Of Pennsylvania Financial Aid Office

Edinboro, PA
04/2018 → 12/2018

The Arc Of Crawford County

Meadville, PA
11/2025 → Present

Osaic Wealth, Inc.

Gahanna, OH

Previous Registrations

2021-09-14 → 2023-12-26

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

1. DBA BISHOFF TAX ADVISORS (BTA) POSITION: Tax Associate NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/11/2023 ADDRESS: 38 Water Lily Way, Coto de Caza CA 92679, United States DESCRIPTION: assist with preparation of tax returns for our financial planning clients communicate with clients via phone and email participate in client tax meetings during tax season receive and enter tax documents 2. FIXED INSURANCE (BIA) POSITION: Admin NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/11/2023 ADDRESS: 1233 Shagbark Road, Gahanna OH 43230, United States DESCRIPTION: support role to the fixed insurance business that is processed on behalf of our financial planning clients 3. DBA BISHOFF FINANCIAL (BFG) POSITION: Tax Associate NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/11/2023 ADDRESS: 1233 Shagbark Road, Gahanna OH 43230, United States DESCRIPTION: assist w/ preparation of tax returns for clients communicate via phone/email receive and enter tax documents

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-11

S66 Uniform Combined State Law Examination

2021-08-11

Other Names

Amber Nicole Hepler
Amber Nicole Griffith
Amber Hepler

View on SEC IAPD