Susan Wipperman

Employer firm

Old Mission Investment Company, LLC CRD 140381

$929M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → 10/2017
  Fifth Third Bank
  Traverse City, MI
• 10/2017 → Present
  Old Mission Investment Company, Llc
  Traverse City, MI

Other Businesses

1) Business: B May Bags (non investment related) Manufactures Women's Handbags Address: 1922 Harbor-Petoskey Road, Petoskey, MI 49770 Position : Board of Directors - Member 4/01/2017 to present I spend 4 hours/month in activities related to this position none of which are during securities trading hours. I attend one Board Meeting per month and in addition review the CEO and CFO reports. 2) MS. WIPPERMAN SERVES ON THE INVESTMENT COMMITTEE OF OLD MISSION TRUST COMPANY, SERVING AS A MEMBER OF THE COMMITTEE. SERVICES PROVIDED INCLUDE TRUST ADMINISTRATION, INVESTMENT MANAGEMENT, TAX MANAGEMENT AND OTHER RELATED FIDUCIARY SERVICES COMMENSURATE WITH HER PARTICIPATION IN OMT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-20

Designations

• Certified Financial Planner

Other Names

• Susan Staffan