Susan Wipperman has been an investment adviser representative at Old Mission Investment since November 2017, and is not listed among the firm’s executive officers or direct owners. Susan Wipperman holds a Bachelor of Business Administration in finance from Ross School of Business, University of Michigan and a Juris Doctorate from Wayne State University.
Old Mission Investment Company, LLC is a Traverse City, MI firm with $929M under management, 1,055 clients and 6 advisers across 3 offices, as of its October 2026 filing.
Susan Wipperman is Senior Vice President and Trust Officer of Old Mission Investment Company. She joined the firm after long-term employment as a Trust Officer with Fifth Third Bank in the Petoskey, Michigan area, and earlier worked in the tax department at Deloitte & Touche and as a practicing attorney in Northern Michigan. She works with families and beneficiaries on investment management relationships, estate settlement and trust administration, and serves on the Old Mission Trust and Investment Committee.
- – present · 8 yearsTraverse City, MI · Adviser representative · Firm CRD 140381
Investment adviser representative registrations
Susan Wipperman is registered as an investment adviser representative in Michigan, since November 2017.
- MichiganSince 22 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6875113
- Firm
- Old Mission Investment · CRD 140381
- Office
- 880 MUNSON AVENUE, SUITE B, Traverse City, MI 49686
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- omico.net
Where does Susan Wipperman work?
Susan Wipperman is an investment adviser representative registered through Old Mission Investment Company, LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Susan Wipperman a financial advisor?
Yes. Susan Wipperman has a current investment-adviser registration in Michigan, through Old Mission Investment since November 2017.
How many years of experience does Susan Wipperman have?
Susan Wipperman has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Susan Wipperman passed?
Susan Wipperman passed the Series 65 in November 2017.
Where is Susan Wipperman based?
Susan Wipperman’s registered office is in Traverse City, MI.
Is Susan Wipperman registered with FINRA?
No. Susan Wipperman has no current broker registration.
How can I verify Susan Wipperman’s record?
Search CRD 6875113 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Wipperman’s full registration record.
