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Gregory Jay Seppanen

Simplified Financial Partners

Calumet, MI

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Current Employers
Simplified Financial Partners

100 5Th Street Suite 1, Calumet, MI 49913 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-12-13
MI RA APPROVED 2024-06-18
  • WI RA
    APPROVED
    Since 2024-12-13
  • MI RA
    APPROVED
    Since 2024-06-18

Branch Locations

100 5Th St. Suite 1, Calumet, MI 49913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Superior National Bank Hancock MI 09/2007 07/2017
Superior National Bank Hancock MI 04/2021 04/2024
Cetera Investment Services Llc St Cloud MN 07/2009 04/2024
Tri-Star Trust Bank Saginaw MI 07/2017 09/2018
Simplified Financial Partners, Llc Calumet MI 05/2024 Present
Sage Financial Advice Calumet MI 07/2024 12/2024
Superior National Bank Hancock MI 11/2018 04/2021
  • 09/2007 → 07/2017
    Superior National Bank
    Hancock, MI
  • 04/2021 → 04/2024
    Superior National Bank
    Hancock, MI
  • 07/2009 → 04/2024
    Cetera Investment Services Llc
    St Cloud, MN
  • 07/2017 → 09/2018
    Tri-Star Trust Bank
    Saginaw, MI
  • 05/2024 → Present
    Simplified Financial Partners, Llc
    Calumet, MI
  • 07/2024 → 12/2024
    Sage Financial Advice
    Calumet, MI
  • 11/2018 → 04/2021
    Superior National Bank
    Hancock, MI
Previous Registrations
  • 2024-07-01 → 2025-01-30
    Sage Financial Advice, Llc
    Calumet, MI
    Houghton, MI
  • 2018-12-06 → 2024-04-18
    Cetera Investment Advisers Llc
    Hancock, MI
  • 2014-01-21 → 2017-07-17
    Cetera Investment Advisers Llc
    Hancock, MI
  • 2009-07-02 → 2014-01-21
    Cetera Investment Services Llc
    Houghton, MI
    Hancock, MI
  • 2007-05-16 → 2007-09-17
    Wells Fargo Investments, Llc
    Houghton, MI
    Marquette, MI
    Houghton, MI
Other Businesses

-ADAMS TOWNSHIP SCHOOL DISTRICT FOUNDATION, BOARD MEMBER, LOOKS AT POLICY, NO INVESTMENT DECISIONS ON PORTFOLIO.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-15
  • S66 Uniform Combined State Law Examination
    2007-05-15
Designations
Other Names
  • Greg Jay Seppanen
  • Gregory J Seppanen

View on SEC IAPD

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LPL FINANCIAL LLC

Other Investors

Kevin Bostwick
Shelly Joy Larson
Adam James Gill
JOHN CARL TAUREN
KELLY SUE JEPSEN
Brent Lawrence Peterson
Anthony Schwenn
Travis Eugene Hanson

Other Offices

EDWARD JONES · CALUMET, MI
SIMPLIFIED FINANCIAL PARTNERS · CALUMET, MI
CETERA INVESTMENT ADVISERS LLC · CALUMET, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · HOUGHTON, MI
EDWARD JONES · HANCOCK, MI
THRIVENT INVESTMENT MANAGEMENT INC. · Hancock, MI
CETERA INVESTMENT ADVISERS LLC · HANCOCK, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Hancock, MI

More in Calumet, MI

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