# Ripple Effect Investment Strategies, LLC

> Ripple Effect Investment Strategies, LLC is a state-registered investment advisory firm in Westerville, OH, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated January 6, 2026.

- CRD: 149271
- Filed as: RIPPLE EFFECT INVESTMENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westerville, OH
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149271
- AdvisorCensus page: https://advisorcensus.com/firm/ripple-effect-investment-strategies-llc-westerville-oh-149271

## Quick answers

**How is Ripple Effect Investment Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ripple Effect Investment Strategies, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ripple Effect Investment Strategies, LLC located?**
Ripple Effect Investment Strategies, LLC's principal office is in Westerville, OH, according to its Form ADV.

**Is Ripple Effect Investment Strategies, LLC registered with the SEC or a state?**
Ripple Effect Investment Strategies, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149271.

**Does Ripple Effect Investment Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149271

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tcooper.retiresmarter.com](https://tcooper.retiresmarter.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ripple Effect Investment Strategies, LLC (CRD 149271): Form ADV filing data as of October 2026.