April Renee Punch

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 12/2013 → 02/2019
  Morgan Stanley Smith Barney Llc
  Cincinnati, OH
• 02/2019 → 04/2020
  Interstate Gas Supply, Inc
  Dublin, OH
• 04/2020 → 08/2025
  Robert W. Baird & Co., Inc.
  Fort Wright, KY
• 08/2025 → Present
  Ep Wealth Advisors, Llc
  Fort Wright, KY

Previous Registrations

• 2020-04-21 → 2025-09-10
  Robert W. Baird & Co. Incorporated
  Fort Wright, KY
• 2013-11-20 → 2019-02-19
  Morgan Stanley
  Cincinnati, OH

Exams

• S66 Uniform Combined State Law Examination
  2013-11-20

Designations

• Certified Financial Planner

Other Names

• April Sproehnle
• April R Sproehnle