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Mark Koppelmann — Bitcoin & Digital Asset Financial Advisor

Last updated November 29, 2025

Senior Financial Advisor

CFP®CRPS®CBDA℠
Greenville, SC

Contact Mark Koppelmann

frederick.koppelmann@lpl.com864-214-0540

About Mark Koppelmann

Mark Koppelmann serves clients in Greenville, SC as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.

A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.

Mark Koppelmann is a Senior Financial Advisor at LPL Financial, bringing 26 years of experience in comprehensive wealth management. His qualifications as a Certified Financial Planner (CFP®), Certified Retirement Plan Specialist (CRPS®), and Chartered Business Development Associate (CBDA) underscore his deep expertise in retirement planning and portfolio management.

Throughout his distinguished career, Mark has developed a reputation for delivering tailored financial strategies that help clients effectively navigate every stage of their financial journey. His extensive knowledge and approachable demeanor allow him to build strong relationships with clients, ensuring they feel confident and informed in their financial decisions.

Outside of his professional endeavors, Mark enjoys spending time with his family and exploring outdoor activities, reflecting his belief in a balanced approach to life and finance.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CRPS®CBDA℠

Why You Can Trust Mark

Verified credentials and professional qualifications

Professional Credentials
CFP®CRPS®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

26+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Greenville, SC and surrounding areas

Firm Affiliation

LPL Financial

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Mark Koppelmann include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Mark Koppelmann is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.