Emilee Eppler
Advisor at AlphaStar Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at AlphaStar Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Emilee Eppler is a financial advisor at AlphaStar Capital Management with a Series 65 credential and six years of experience in the federal benefits and retirement planning sector. Her prior roles include positions at Federal Benefits Authority, LLC, MyFedBenefits, Weaver Insurance, and Miami Nation. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other advisers. The firm offers both model and custom portfolio strategies utilizing strategic asset allocation, quantitative analysis, and third-party research, and provides a range of services including portfolio management, financial planning, and retirement plan consulting.
Based on AlphaStar Capital Management
Based on AlphaStar Capital Management
Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated
Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client
IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier
Hourly financial planning fees are negotiable and based on complexity; specific rates not stated
Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated
Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated
2301 N. 9th Street, Suite B
Broken Arrow, OK 74012
Oklahoma
Federal Retirement Advisors
2026 - Present (1 year)
AlphaStar Capital Management
2026 - Present (1 year)
Federal Benefits Authority, LLC DBA Federal Retirement Authority
2020 - Present (6 years)
MyFedBenefits
2018 - 2020 (2 years)
Weaver Insurance
2017 - 2018 (1 year)
Miami Nation
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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