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 5 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.