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Craig Poeppelman Email & Phone Number
Fee-Only Planner
at
Harper Associates, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Fee-Only Planner
Location
Lewis Center, Ohio, United States
Company size
Who is Craig Poeppelman? Overview
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Quick answer
Craig Poeppelman is listed as Fee-Only Planner at Harper Associates, LLC, a company with 32 employees, based in Lewis Center, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Craig Poeppelman.
Craig Poeppelman previously worked as Para-Planner at Harper Associates, Llc and Loan Officer at Pengrove Mortgage. Craig Poeppelman holds Bachelor Of Science, Family Financial Management from The Ohio State University.
Company email context
Email format at Harper Associates, LLC
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Harper Associates, LLC
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Profile bio
About Craig Poeppelman
Harper Associates offers investment management and financial planning services to individuals, professionals, small business owners, and widows. We also act as investment adviser to qualified plan and trust accounts, as well as arrange for asset protection strategies. The primary focus of the firm is investment oriented with individualized asset allocations designed to provide risk reduction. Working exclusively on a Fee-Only basis, no discretionary accounts are accepted and no- load mutual funds are the preferred vehicle. Utilizing the services of third party vendors such as the Charles Schwab Co. and TD Ameritrade to custody assets, Harper Associates, LLC is able to provide electronic account access, consolidated statements, performance reporting, monitoring and portfolio rebalancing. The result is a small, efficient private practice with the emphasis on personal service and confidentiality.Specialties: Retiement Planning & Analysis, Cash Flow Analysis, Portfolio Management, Pension Planning, Executive Compensation, Educational Planning & Asset Protection
Listed skills include Investments, Asset Allocation, Mutual Funds, Investment Management, and 12 others.
Current workplace
Craig Poeppelman's current company
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Harper Associates, Llc
4 roles
Craig Poeppelman work experience
A career timeline built from the work history available for this profile.
Fee-Only Planner
Mr. Poeppelman has developed a clientele of various demographics. Specializing in Fee-Only comprehensive financial planning for professionals and middle to high net worth families. Emphasis is placed on developing and implementing financial plans to fit their needs. He has a Series 63 license and is a Registered Investment Advisor Representative with the.
Para-Planner
Harper Associates, Llc
Mr. Poeppelman joined Harper Associates, LLC in 1998 as a para-planner and assistant and has performed various functions over the years including performance reporting and data input. He has developed an intimate knowledge of financial planning software and has been a client liaison with the Charles Schwab Company and other support service providers. Mr..
Nov 1998 - May 2001
Loan Officer
Pengrove Mortgage
-Originated and rocessed various aspects of home mortgages-Refinances, Purchases, Land-contract flips & Commercial loan packages-Provided credit counseling for new clients -Rising Star Award Winner for February 1998In addition to the above duties Mr. Poeppelman also assisted branch managers with:-Branch pipelines-Organizing meetings with various investors.
Nov 1997 - Nov 1998
Team & coworkers
Colleagues at Harper Associates, LLC
Other employees you can reach at harperjobs.com. View company contacts for 32 employees →
SR
Stephanie Roe
Colleague at Harper Associates, LlcCenter Line, Michigan, United States, United States
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SM
Samantha Mcwilliams
Colleague at Harper Associates, LlcDetroit Metropolitan Area, United States
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DF
Dr. Fidelis Okoye
Colleague at Harper Associates, LlcWest Bloomfield Township, Michigan, United States, United States
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LH
Laura Hof
Colleague at Harper Associates, LlcDetroit Metropolitan Area, United States
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GJ
Grant Jennings
Colleague at Harper Associates, LlcOcean Grove, Victoria, Australia, Australia
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RD
Riley Dancer
Colleague at Harper Associates, LlcLondon, England, United Kingdom, United Kingdom
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MR
Maurice Roth
Colleague at Harper Associates, LlcLondon, England, United Kingdom, United Kingdom
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EH
Ebony Hammond
Colleague at Harper Associates, LlcAtlanta, Georgia, United States, United States
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JP
James Parrotte
Colleague at Harper Associates, LlcLondon, England, United Kingdom, United Kingdom
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AW
Adrianna Wanlass
Colleague at Harper Associates, LlcBellevue, Washington, United States, United States
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Stephanie Roe
Colleague at Harper Associates, LlcCenter Line, Michigan, United States, United States
View →
SM
Samantha Mcwilliams
Colleague at Harper Associates, LlcDetroit Metropolitan Area, United States
View →
DF
Dr. Fidelis Okoye
Colleague at Harper Associates, LlcWest Bloomfield Township, Michigan, United States, United States
View →
LH
Laura Hof
Colleague at Harper Associates, LlcDetroit Metropolitan Area, United States
View →
GJ
Grant Jennings
Colleague at Harper Associates, LlcOcean Grove, Victoria, Australia, Australia
View →
RD
Riley Dancer
Colleague at Harper Associates, LlcLondon, England, United Kingdom, United Kingdom
View →
MR
Maurice Roth
Colleague at Harper Associates, LlcLondon, England, United Kingdom, United Kingdom
View →
EH
Ebony Hammond
Colleague at Harper Associates, LlcAtlanta, Georgia, United States, United States
View →
JP
James Parrotte
Colleague at Harper Associates, LlcLondon, England, United Kingdom, United Kingdom
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AW
Adrianna Wanlass
Colleague at Harper Associates, LlcBellevue, Washington, United States, United States
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2 education records
Craig Poeppelman education
Bachelor Of Science, Family Financial Management
Education record
Fort Loramie Local Schools
FAQ
Frequently asked questions about Craig Poeppelman
Quick answers generated from the profile data available on this page.
What company does Craig Poeppelman work for?
Craig Poeppelman works for Harper Associates, LLC.
What is Craig Poeppelman's role at Harper Associates, LLC?
Craig Poeppelman is listed as Fee-Only Planner at Harper Associates, LLC.
Where is Craig Poeppelman based?
Craig Poeppelman is based in Lewis Center, Ohio, United States while working with Harper Associates, LLC.
What companies has Craig Poeppelman worked for?
Craig Poeppelman has worked for Harper Associates, Llc and Pengrove Mortgage.
Who are Craig Poeppelman's colleagues at Harper Associates, LLC?
Craig Poeppelman's colleagues at Harper Associates, LLC include Stephanie Roe, Samantha Mcwilliams, Dr. Fidelis Okoye, Laura Hof, and Grant Jennings.
How can I contact Craig Poeppelman?
You can use AeroLeads to view verified contact signals for Craig Poeppelman at Harper Associates, LLC, including work email, phone, and LinkedIn data when available.
What schools did Craig Poeppelman attend?
Craig Poeppelman holds Bachelor Of Science, Family Financial Management from The Ohio State University.
What skills is Craig Poeppelman known for?
Craig Poeppelman is listed with skills including Investments, Asset Allocation, Mutual Funds, Investment Management, Series 63, Finance, Small Business, and Financial Advisory.
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