Benjamin Eugene Kappler

Employer firm

Tci Wealth Advisors, Inc. CRD 107373

$5.37B regulatory AUM 19 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 05/2017
  Arizona House Of Representatives
  Phoenix, AZ
• 06/2017 → 07/2018
  Tucson Country Day School - Camp Adventure
  Tucson, AZ
• 08/2018 → 04/2019
  Tucson Country Day School
  Tucson, AZ
• 05/2019 → 08/2019
  Blue Cross Blue Shield Of Arizona
  Phoenix, AZ
• 08/2018 → 12/2019
  University Of Arizona - Eller College Of Management
  Tucson, AZ
• 02/2020 → 10/2024
  Tci Wealth Advisors
  Tucson, AZ
• 10/2024 → Present
  Tci Wealth Advisors, Inc.
  Tucson, AZ
• 10/2014 → 02/2017
  Student
  Flagstaff, AZ

Other Businesses

1) PokAlytics; Investment related: No; Location: 1225 North Speedway Place TUCSON AZ 85715; Description: I run an eBay store that buys and sells products from yard sales and other low cost sources. It is not investment related in any way.; Sole Proprietor; Source products, run marketing campaigns, list items, interface with customers.; Start date: 2024-08-18; Hours per month during trading hours: 0; Hours per month outside trading hours: 12.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26

Other Names

• Benjamin E Kappler