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ERIN KOEPPEL

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Washington, DC · registered since 2025
Registered · LDAActive
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At a glance

In the field
1 yr
registered since 2025
Clients
1
last 3 years
Filings
2
0 agencies contacted
Activity
filings by quarter
Works on
Financial Institutions/Investments/Securities 2Labor Issues/Antitrust/Workplace 2Taxation/Internal Revenue Code 2

Background

Career
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Washington, DC
2025 - present

Specific issues

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice
Financial Institutions/Investments/Securities · 2025 Q1

Clients

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
2025 · 2 filings
$██,███ / qtrUnlock

Filing history

2025 Q1
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
RAlda.gov →
2025 Q1
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
RAlda.gov →
Showing recent filings · full history on lda.gov