Burns Financial Advisors
41yrs
Top advisor by experience in Independence
18yrs
Based in Independence, Ohio, Mark Tepper is a fiduciary financial advisor with 18 years of industry experience. Mark has been with Strategic Wealth Partners since 2008; before that, Mark spent less than a year at Planmember Securities. Mark holds the CFP® designation.
One of 237 advisors with offices in Independence, and one of 176 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 63% of advisors in Independence
Office5005 Rockside Road Suite 1200, Independence, OH 44131
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$422,293
Advisors at the firm21
States licensed ?1 state
Services through Strategic Wealth Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowSWP Investment Management LLCCurrent
- 2008 – nowStrategic Wealth Partners, LTD.Current firm
- Jun 2008 – Nov 2008Planmember Securities CorporationPreviously
Contact Mark
(216) 800-9000Strategic Wealth Partners main office 5005 Rockside Road Suite 1200Independence, OH 44131Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Strategic Wealth Partners at (216) 800-9000 and ask for Mark Tepper. Mark works from the Independence, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2008, about 18 years. More experience than 63% of advisors in Independence.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Strategic Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
41yrs
Top 1% by experience in Independence
Cetera Investment Advisers
40yrs
Top 1% by experience in Independence
Strategic Wealth Partners
38yrs
Top advisor by experience at Strategic Wealth Partners
Behlke Financial
38yrs
Top 2% by experience in Independence
Commonwealth Financial Network
37yrs
Top 3% by experience in Independence