Paul DziepakCRD 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.
Pathway Financial Planning
Plante Moran Financial Advisors
|Black Oak Capital, LLC||Birmingham, MI||May 2015 - Current||2|
|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|
Total Assets Under Management3MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$141,667
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
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