Keith
Olshove

Old Mission Investment Company, LLC

CRD#1624335
Investment Advisor
in Traverse City, MI

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About this Advisor

Keith Olshove is a financial advisor working out of Traverse City, Michigan with 9 years of relevant experience. Olshove is an advisor for Old Mission Investment Company, LLC. Throughout their career, they have worked at Old Mission Investment Company, LLC and Northwestern Bank. Olshove maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Michigan. Old Mission Investment Company, LLC is a firm based in Traverse City, MI. The firm has a total of 10 advisors. It administers $602 million in total assets across its 1,678 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 1,678 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fee schedules vary depending on the type of services provided. Fee types charged by Old Mission Investment Company, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

880 Munson Avenue Suite B
Traverse City, MI 49686

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Old Mission Investment Company, LLC Brokerage Details

Total Assets Under Management

$602,228,739

MI Average: $943,424,332
Total Number of Employees

10

MI Average: 21
Total Number of Accounts

1,678

MI Average: 1,586
Average Account Size

$358,897

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Keith Olshove Work History

Keith has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Old Mission Investment Company, LLC

1991 - 2014 (23 years)

Northwestern Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Olshove 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 Old Mission Investment Company, LLC

Lindsay Fitzpatrick
Traverse City, MI
Carey Tafelsky
Traverse City, MI
Kendra Rasner
Traverse City, MI
Jeffrey Johnson
Traverse City, MI
Christopher Lamb
Traverse City, MI
Kurt Schuler
Traverse City, MI
Robert Stibbs
Traverse City, MI
Susan Wipperman
Traverse City, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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