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OLD MISSION INVESTMENT COMPANY, LLC
OLD MISSION INVESTMENT COMPANY, LLC
TRAVERSE CITY, Michigan
·
5 registered advisors
·
CRD# 140381
SEC# 801-66666
2
231-929-4100
01
Firm Overview
AUM
$679M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at OLD MISSION INVESTMENT COMPANY, LLC
5 registered advisors
Carey Anne Tafelsky
TRAVERSE CITY, Michigan
CRD# 6456688
Christopher Mundt Lamb
TRAVERSE CITY, Michigan
CRD# 2412619
Jeffrey Allen Johnson
TRAVERSE CITY, Michigan
CRD# 3048003
Kurt Austin Schuler
TRAVERSE CITY, Michigan
CRD# 2253788
Robert Wayne Stibbs
TRAVERSE CITY, Michigan
CRD# 1855098
05
Office Locations
TRAVERSE CITY, Michigan
5 advisors
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Data sourced from SEC Form ADV filings. OLD MISSION INVESTMENT COMPANY, LLC (CRD# 140381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.