Susan
Wipperman
Old Mission Investment Company, LLC
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About this Advisor
Susan Wipperman is a certified financial planner operating in Traverse City, Michigan with a total of 6 years of industry experience. Wipperman is an advisor for Old Mission Investment Company, LLC. During their career, the advisor has held roles at Fifth Third Bank and Old Mission Investment Company, LLC. Wipperman maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Michigan. Old Mission Investment Company, LLC is a financial advisory firm based in Traverse City, MI. The firm has a total of 10 financial advisors. It controls $602 million in total assets between its 1,678 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,678 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. Old Mission Investment Company, LLC 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by Old Mission Investment Company, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Old Mission Investment Company, LLC Brokerage Details
$602,228,739
10
1,678
$358,897
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
Susan Wipperman Work History
Susan has been registered as a financial advisor for 6 years.*
Old Mission Investment Company, LLC
Fifth Third 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 Susan Wipperman 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
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
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.
