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RIA / WealthAdvisor34 years in industry

ERIC THOMAS KOEPLIN

Advisor at INNOVEST PORTFOLIO SOLUTIONS LLC

DENVER, CO

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Search this name across graphsid dfx:ria:8079db26-de39-8633-64ac-ec110eeea212

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 30, 1996 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INNOVEST PORTFOLIO SOLUTIONS LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Aug 5, 1992
First registration: May 30, 1996
Dual registered: no
Other names: ERIC THOMAS KOEPLIN|ERIC KOEPLIN
IAPD individual key: 2240251

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INNOVEST PORTFOLIO SOLUTIONS LLC	No RAUM reported	Jun 16, 2026	n/a	yes	DENVER, CO	Current employment
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	May 5, 2025	Apr 1, 2026	no	Englewood, CO	Previous registration
ALPHA PRINCIPLE, LLC	Former SEC adviser	Dec 5, 2021	Sep 25, 2025	no	ENGLEWOOD, CO	Previous registration
ADVICEPERIOD, LLC	Former SEC adviser	Oct 14, 2019	Dec 31, 2021	no	Englewood, CO\|Littleton, CO\|Littleton, CO\|LOS ANGELES, CA	Previous registration
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	May 30, 1996	May 9, 2018	no	DENVER, CO\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EVERSOURCE WEALTH ADVISORS, LLC	INNOVEST PORTFOLIO SOLUTIONS LLC	Apr 1, 2026	Jun 16, 2026	76	Firm change	Other
ALPHA PRINCIPLE, LLC	EVERSOURCE WEALTH ADVISORS, LLC	Sep 25, 2025	May 5, 2025	-143	Firm change after gap	RIA to RIA
ADVICEPERIOD, LLC	ALPHA PRINCIPLE, LLC	Dec 31, 2021	Dec 5, 2021	-26	Firm change	Other
BOK FINANCIAL PRIVATE WEALTH, INC.	ADVICEPERIOD, LLC	May 9, 2018	Oct 14, 2019	523	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
317053:286340:CO:2025-09-25	Sep 25, 2025	May 5, 2025	ENGLEWOOD, CO	Firm change after gap

Relationships

Registered with (5)

→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviserregistration: current employment
Jun 16, 2026 to presentfactForm ADV
→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 5, 2025 to Apr 1, 2026factForm ADV
→ ALPHA PRINCIPLE, LLCRegistered adviserregistration: previous registration
Dec 5, 2021 to Sep 25, 2025factForm ADV
→ ADVICEPERIOD, LLCRegistered adviserregistration: previous registration
Oct 14, 2019 to Dec 31, 2021factForm ADV
→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: previous registration
May 30, 1996 to May 9, 2018factForm ADV

Dated events

Occurred
Apr 1, 2026
Advisor changed firm
Eric Thomas Koeplin left Eversource Wealth Advisors, Llc for Innovest Portfolio Solutions Llc (registered 2026-06-16)
Form ADVobserved 4 days ago
Occurred
Sep 25, 2025
Advisor changed firm
Eric Thomas Koeplin left Alpha Principle, Llc for Eversource Wealth Advisors, Llc (registered 2025-05-05)
Form ADVobserved 4 days ago