Erkki Peippo (CRD# 4570008) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 21 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services, LLC | Livonia, MI | Jan 2020 - Current | 4 |
| Concorde Asset Management, LLC | Livonia, MI | Jan 2020 - Current | 4 |
| Erkki Peippo, Cpa, Pc | Escanaba, MI | Jan 2003 - Current | 21 |
| Sagepoint Financial Inc. | Escanaba, MI | Oct 2005 - Dec 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- MI
- MO
- NJ
- OH
- WA
- WI
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts2,510ACCOUNTS
-
Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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