Susan Wipperman
Old Mission Investment · Traverse City, Michigan
Susan Wipperman is a fee-only financial advisor at Old Mission Investment in Traverse City, Michigan, who holds the CFP credential. Susan focuses on retirement planning and family wealth transfer. Old Mission Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
Facts
| Firm | Old Mission Investment |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.0M across 2,002 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6875113 |
| Exams passed | Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.omico.net |
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Questions about Susan
Is Susan Wipperman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Old Mission Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Old Mission Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Wipperman based?
Susan Wipperman is based in Traverse City, Michigan.
What does Susan specialize in?
Susan's specialties include retirement planning and family wealth transfer. Susan works with multi-generational families and early-career professionals.
What credentials does Susan Wipperman hold?
Susan Wipperman holds the CFP credential.
Is Susan Wipperman registered with the SEC?
Yes. Susan Wipperman is registered as an investment adviser representative in MI (CRD 6875113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Old Mission Investment manage?
Old Mission Investment reports $929.0M across 2,002 accounts in assets under management.
How do I contact Susan Wipperman?
Through Susan's website, www.omico.net.
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
- Old Mission Investment 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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