Kirk Teppe, CF2

About Kirk Teppe

Kirk Teppe is an Investment Adviser Representative in West Chester, Ohio. He began his financial services career in 1980 and today serves individuals, families, small business owners, and retirees. He focuses on retirement planning and 401(k) rollovers for those individuals entering retirement or changing jobs. Kirk also work with small businesses to implement and maintain 401(k) programs and Simple IRAs. He also has an extensive background in life and health insurance planning.
“My clients appreciate my independence,” says Kirk.
“Since I work for myself and I don't deal with proprietary products, it is clear to them that their best interests are my primary concern. Especially in these troubled times, investors want to know that their advisor is concerned with their future, helping them achieve financial peace of mind through efficient strategies for success.”
Kirk is a veteran of the U.S. Army. He attended the University of Maryland-European Division while serving in the military and graduated from Southern Ohio College. He has obtained the Life Underwriter Training Council Fellow designation and while at John Hancock Financial Services he was a nine time Honor Club Qualifier. He belongs to the Cincinnati Association of Insurance and Financial Advisors.
Active in the community, Kirk is a member of the Masonic Lodge and a Shriner. Kirk makes his home in Fairfield, Ohio. In his leisure, he is an avid sports fan and enjoys golfing, snow skiing, bowling, softball, and most importantly spending time with his wife, three daughters, and his grandchildren.