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Frank T

CFP®, Series 63, Series 65

Virginia Beach, VA

October Effect Ltd.

Frank Tehel is a CFP® with 44 years of industry experience, currently serving at October Effect Ltd. He has held positions at firms including Gradient Securities LLC and Cranvick Incorporated, and manages several business ventures related to tax preparation and network marketing. Tehel has owned and operated multiple entities since the early 1980s, including a sole proprietorship focused on insurance sales and tax services. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and qualified plans. The firm employs a tailored investment approach incorporating asset allocation, technical analysis, and both long- and short-term trading strategies, including the use of leverage and derivatives.

Options & derivatives strategies Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retired Founder/Business Owner
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Kevin M

Series 63, Series 65

Virginia Beach, VA

October Effect Ltd.

Kevin Moravek is a financial advisor at October Effect Ltd. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corp. for 14 years. Outside of his advisory role, he is also involved in fixed insurance sales. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as qualified plans. The firm employs a range of strategies including asset allocation, technical analysis, and the use of leverage and derivatives, and it offers performance-based separately managed accounts with complex fee arrangements.

Options & derivatives strategies Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retired Founder/Business Owner
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Kevin J

Series 66

Virginia Beach, VA

October Effect Ltd.

Kevin James is a financial advisor with October Effect Ltd. in Virginia Beach, VA, holding a Series 66 credential and over 20 years of industry experience. His prior work includes more than a decade at Lincoln Financial Advisors Corporation. He is also involved in insurance sales as an insurance agent. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, offering tailored portfolios that incorporate asset allocation, technical analysis, and various trading strategies including leverage and derivatives. The firm serves as a co-advisor to third-party asset managers and manages performance-based separately managed accounts with unique features such as affiliation with broker-dealers and explicit use of borrowing and derivatives.

Options & derivatives strategies Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retired Founder/Business Owner
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Neely E

Series 66

Virginia Beach, VA

October Effect Ltd.

Neely Elstrodt is a financial advisor with October Effect Ltd. in Virginia Beach, VA, holding a Series 66 designation and bringing 16 years of industry experience. She has served at October Effect Ltd. since 2015 and also works as treasurer of Tehel & Company, Inc., where she prepares tax returns for individuals and corporations. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as qualified plans. The firm uses a range of investment strategies, including asset allocation, technical analysis, and derivative instruments, and offers performance-based separately managed accounts.

Options & derivatives strategies Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retired Founder/Business Owner
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