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880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-28 |
Branch Locations
880 Munson Avenue Suite B, Traverse City, MI 49686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Traverse City | MI | 02/2005 | 10/2017 |
| Old Mission Investment Company, Llc | Traverse City | MI | 10/2017 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
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