Paul Dziepak (CRD# 6077242) is an Investment Advisor Representative working at Cirrus Capital LLC in Birmingham, MI and has over 11 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cirrus Capital, LLC | Birmingham, MI | Oct 2022 - Current | 1 |
| Hudson Insurance Group | Goodrich, MI | Mar 2020 - Current | 4 |
| Cirrus Capital, LLC | Detroit, MI | May 2020 - Oct 2022 | 2 |
| Black Oak Capital, Llc Dba Fundteq | Birmingham, MI | May 2015 - May 2020 | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- MI
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts847ACCOUNTS
-
Average Account Value$90,009
- A percentage of assets under your management
- Hourly charges
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
MI, OK, TX
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