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Joseph Dreyer Lepkowski

Mariner

Novi, MI

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-06-06
  • MI RA
    APPROVED
    Since 2022-06-06

Branch Locations

39500 High Pointe Blvd. Ste. 300, Novi, MI 48375 • 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
Baron Wealth Management, Llc Troy MI 06/2016 05/2022
Costco Bloomfield Hills MI 11/2015 12/2016
Oakland University Rochester Hills MI 09/2012 12/2016
Mariner Wealth Advisors Novi MI 05/2022 Present
  • 06/2016 → 05/2022
    Baron Wealth Management, Llc
    Troy, MI
  • 11/2015 → 12/2016
    Costco
    Bloomfield Hills, MI
  • 09/2012 → 12/2016
    Oakland University
    Rochester Hills, MI
  • 05/2022 → Present
    Mariner Wealth Advisors
    Novi, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-04
  • S65 Uniform Investment Adviser Law Examination
    2017-03-04
Designations

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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