Craig
Leppien
Signature Equity Partners, LLC
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About this Advisor
Craig Leppien is a financial advisor based in Traverse City, Michigan, working with Signature Equity Partners, LLC. Craig has previously held positions at Northwestern Bank, Uvest Financial Services Group, Inc, Lpl Financial LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Osaic Wealth, Inc, Signature Equity Partners, LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Chemical Bank. Craig has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Craig is part of Signature Equity Partners, LLC, which operates out of Traverse City, Michigan. The firm has 5 offices and 24 employees. The firm manages assets totaling $100.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Signature Equity Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Signature Equity Partners, LLC Brokerage Details
$100,022,813
24
759
$131,782
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Craig Leppien Work History
Osaic Wealth, Inc
Signature Equity Partners, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Chemical Bank
Lpl Financial LLC
Northwestern Bank
Uvest Financial Services Group, Inc
Disclosures
Please visit the SEC profile of Craig Leppien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Signature Equity Partners, LLC
Sylvania, OH
Traverse City, MI
Westerville, OH
Massillon, OH
Mount Vernon, OH
Traverse City, MI
Westerville, OH
Mount Vernon, OH
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