Erkki PeippoCRD Number: 4570008
Current Firm: Sagepoint Financial, Inc.
Erkki Peippo (CRD# 4570008) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Escanaba, MI and has over 15 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Ameriprise Financial Services, Inc.
Voya Financial Advisors, Inc.
|Sagepoint Financial Inc.||Escanaba, MI||Oct 2005 - Current||12|
|Erkki Peippo, Cpa, Pc||Escanaba, MI||Jan 2003 - Current||15|
|Anderson, Tackman & Co, Plc||Escanaba, MI||Dec 1996 - Dec 2010||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV