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William Henry Doepker

Investment Adviser Representative at ALTUS WEALTH MANAGEMENT, LLC

Ft. Mitchell, KYCRD #2211163Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IndianaOhio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/13/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 4/6/1993
Series 7
General Securities Representative Examination
Passed 7/2/1993
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/12/1993
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 2/26/2003
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/24/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Altus Select - up to $300,0000.95%
Altus Premier - $300,000.01 to $500,0000.95%
Altus Premier - $500,000.01 to $1,000,0000.90%
Altus Premier - $1,000,000.01 to $2,000,0000.80%
Altus Premier - $2,000,000.01 to $3,000,0000.70%
Altus Premier - $3,000,000.01 to $5,000,0000.60%
Altus Premier - over $5,000,0000.00%
Altus Preservation - $300,000 to $1,000,0000.38%
Altus Preservation - $1,000,000.01 to $3,000,0000.25%
Altus Preservation - over $3,000,0000.00%
Source

Altus Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALTUS WEALTH MANAGEMENT, LLCCurrent
5/12/2010Ft. Mitchell, KY
STRATEGIC ADVISERS, INC.
1/19/19994/8/2010Cincinnati, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALTUS WEALTH MANAGEMENT, LLC

4 other advisors in the directory

View ALTUS WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Henry Doepker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

William Henry Doepker - Financial Advisor in Ft. Mitchell, KY | AdvisorFinder