Gregory Seppanen
Simplified Financial Partners · Calumet, Michigan
Gregory Seppanen is a fee-only financial advisor at Simplified Financial Partners in Calumet, Michigan, who holds the CFP credential. Gregory charges a one-time planning fee.
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Facts
| Firm | Simplified Financial Partners |
|---|---|
| Based in | Calumet, Michigan |
| Fee model | One-time planning fee |
| Assets under management | $78.2M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, WI · CRD 5290357 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | simplifiedfinancialpartners.com |
| Profile |
How Gregory's firm compares
- Simplified Financial Partners's average account is about $363,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Gregory
Is Gregory Seppanen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Simplified Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory charges a one-time planning fee.
Where is Gregory Seppanen based?
Gregory Seppanen is based in Calumet, Michigan.
What credentials does Gregory Seppanen hold?
Gregory Seppanen holds the CFP credential.
Is Gregory Seppanen registered with the SEC?
Yes. Gregory Seppanen is registered as an investment adviser representative in MI and WI (CRD 5290357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simplified Financial Partners manage?
Simplified Financial Partners reports $78.2M across 215 accounts in assets under management.
How do I contact Gregory Seppanen?
Through Gregory's website, simplifiedfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Simplified Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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