Old Mission Investment Company, LLC

Old Mission Investment Company, LLC (CRD# 140381) is a financial advisory firm headquartered in Traverse City, MI. They manage $679,461,796 in 1,751 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
880 Munson Avenue, Suite B, Traverse City, MI 49686
https://www.omico.net
By the Numbers
  • Total Assets Under Management
    679
    MILLION
  • Total Number of Accounts
    1,751
    ACCOUNTS
  • Average Account Value
    $388,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, MI, NC, NE, TX

Financial Advisors at Old Mission Investment Company, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Lindsay Fitzpatrick, financial advisor Traverse City MI
Lindsay Fitzpatrick
CRD#: 6193198
880 Munson Avenue, Suite B, Traverse City, MI 49686

Lindsay Fitzpatrick (CRD# 6193198) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 10 years of experience in the finance industry.

2
Jeffrey Johnson, financial advisor Traverse City MI
Jeffrey A. Johnson
CRD#: 3048003
880 Munson Avenue, Suite B, Traverse City, MI 49686

Jeffrey Johnson (CRD# 3048003) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 25 years of experience in the finance industry.

3
Christopher Lamb, financial advisor Traverse City MI
Christopher M. Lamb
CRD#: 2412619
880 Munson Avenue, Suite B, Traverse City, MI 49686

Christopher Lamb (CRD# 2412619) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 30 years of experience in the finance industry.

4
Keith Olshove, financial advisor Traverse City MI
Keith P. Olshove
CRD#: 1624335
880 Munson Avenue, Suite B, Traverse City, MI 49686

Keith Olshove (CRD# 1624335) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 37 years of experience in the finance industry.

5
Kurt Schuler, financial advisor Traverse City MI
Kurt A. Schuler
CRD#: 2253788
880 Munson Avenue, Suite B, Traverse City, MI 49686

Kurt Schuler (CRD# 2253788) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 31 years of experience in the finance industry.

6
Carey Tafelsky, financial advisor Traverse City MI
Carey A. Tafelsky
CRD#: 6456688
880 Munson Avenue, Suite B, Traverse City, MI 49686

Carey Tafelsky (CRD# 6456688) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 9 years of experience in the finance industry.

7
Susan Wipperman, financial advisor Traverse City MI
Susan Wipperman
CRD#: 6875113
880 Munson Avenue, Suite B, Traverse City, MI 49686

Susan Wipperman (CRD# 6875113) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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