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Eric Thomas Koeplin

Innovest Portfolio Solutions LLC

Denver, CO

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Current Employers
Innovest Portfolio Solutions Llc

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-16
  • CO RA
    APPROVED
    Since 2026-06-16

Branch Locations

7979 E. Tufts Ave. Suite 1700, Denver, CO 80237 • 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
Adviceperiod Englewood CO 09/2019 12/2021
Koeplin Family Office Englewood CO 05/2018 09/2019
The Milestone Group Denver CO 01/2016 05/2018
Alpha Principle, Llc Lone Tree CO 11/2021 05/2022
Alpha Principle, Llc Lone Tree CO 05/2022 Present
Eversource Wealth Advisors, Llc Englewood CO 05/2025 Present
  • 09/2019 → 12/2021
    Adviceperiod
    Englewood, CO
  • 05/2018 → 09/2019
    Koeplin Family Office
    Englewood, CO
  • 01/2016 → 05/2018
    The Milestone Group
    Denver, CO
  • 11/2021 → 05/2022
    Alpha Principle, Llc
    Lone Tree, CO
  • 05/2022 → Present
    Alpha Principle, Llc
    Lone Tree, CO
  • 05/2025 → Present
    Eversource Wealth Advisors, Llc
    Englewood, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-08-05
  • S65 Uniform Investment Adviser Law Examination
    1992-08-05
Other Names
  • Eric Thomas Koeplin
  • Eric Koeplin

View on SEC IAPD

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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