Old Mission Investment Company, LLC

Old Mission Investment Company, LLC (CRD# 140381) is a financial advisory firm headquartered in Traverse City, MI. They manage $310,124,603 in 1,138 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    1,138
    ACCOUNTS
  • Average Account Value
    $272,517
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, NC, TX

Financial Advisors at Old Mission Investment Company, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey A. Johnson
CRD#: 3048003
880 Munson Avenue, Suite B, Traverse City, MI 49686
93
Wealthminder
score

Jeffrey Johnson (CRD# 3048003) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 19 years of experience in the finance industry.

2
Christopher M. Lamb
CRD#: 2412619
880 Munson Avenue, Suite B, Traverse City, MI 49686
93
Wealthminder
score

Christopher Lamb (CRD# 2412619) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 24 years of experience in the finance industry.

3
Keith P. Olshove
CRD#: 1624335
880 Munson Avenue, Suite B, Traverse City, MI 49686
93
Wealthminder
score

Keith Olshove (CRD# 1624335) 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.

4
Kurt A. Schuler
CRD#: 2253788
880 Munson Avenue, Suite B, Traverse City, MI 49686
93
Wealthminder
score

Kurt Schuler (CRD# 2253788) 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.

5
Robert W. Stibbs
CRD#: 1855098
880 Munson Avenue, Suite B, Traverse City, MI 49686
93
Wealthminder
score

Robert Stibbs (CRD# 1855098) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 29 years of experience in the finance industry.

6
Carey A. Tafelsky
CRD#: 6456688
880 Munson Avenue, Suite B, Traverse City, MI 49686
90
Wealthminder
score

Carey Tafelsky (CRD# 6456688) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 3 years of experience in the finance industry.

7
Susan Wipperman
CRD#: 6875113
880 Munson Avenue, Suite B, Traverse City, MI 49686
75
Wealthminder
score

Susan Wipperman (CRD# 6875113) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has 1 year of experience in the finance industry.

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