Paul Dziepak, financial advisor Birmingham MI
90 score

Paul Dziepak

CRD Number: 6077242
Current Firm: Black Oak Capital, LLC

Paul Dziepak (CRD# 6077242) is an Investment Advisor Representative working at Black Oak Capital, LLC in Birmingham, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Black Oak Capital, LLC Birmingham, MI May 2015 - Current 1
Tdameritrade, Inc. Birmingham, MI Jun 2014 - May 2015 < 1
Bank Of America, N.a. Bloomfield Hills, MI Dec 2012 - Jun 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills, MI May 2012 - Jun 2014 2
Allstate Auburn Hills, MI Aug 2011 - May 2012 < 1
Hillside Bible Church Ortonville, MI Jan 2007 - Aug 2011 4
Rochester College Rochester Hills, MI Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Paul C. Dziepak
Phone Number: 248-518-0298
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $141,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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