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Gregory Jay Seppanen

Gregory J. Seppanen

SIMPLIFIED FINANCIAL PARTNERS
Calumet, MI 49913
Some features on this profile are disabled
CRD#: 5290357
Gregory Jay Seppanen

Professional summary

Gregory Jay Seppanen, AIF®, CFP®, who also goes by Greg Jay Seppanen, Gregory J Seppanen, is a registered financial advisor currently at SIMPLIFIED FINANCIAL PARTNERS located in Calumet, Michigan.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Jay Seppanen | Gregory J Seppanen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Jay Seppanen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

June 18, 2024 - Present

SIMPLIFIED FINANCIAL PARTNERS

Office #1: 100 5th St. Suite 1, Calumet, MI 49913
RIA
CRD#: 331770
Calumet, MI
Past

July 1, 2024 - January 30, 2025

SAGE FINANCIAL ADVICE, LLC

RIA
CRD#: 151942
CALUMET, MI
Past

December 10, 2018 - April 18, 2024

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
HANCOCK, MI
Past

December 6, 2018 - April 18, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
HANCOCK, MI
Past

January 21, 2014 - July 17, 2017

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
HANCOCK, MI
Past

July 2, 2009 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
HANCOCK, MI
Past

July 2, 2009 - July 17, 2017

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
HANCOCK, MI
Past

May 16, 2007 - September 17, 2007

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
HOUGHTON, MI
Past

April 10, 2007 - September 17, 2007

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
HOUGHTON, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(6/18/2024)
IAR
Wisconsin
(12/13/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/9/2007
General Securities Representative Examination

Current Firm

SF
SIMPLIFIED FINANCIAL PARTNERS
SIMPLIFIED FINANCIAL PARTNERS | SIMPLIFIED FINANCIAL PARTNERS, LLC

CRD#: 331770 / SEC#:

Michigan
Registered Investment Advisory firm - (6/18/2024 Approved)
Wisconsin
Registered Investment Advisory firm - (12/13/2024 Approved)
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Contact information

Main Address
100 5th Street Suite 1, Calumet, MI 49913
Mailing Address
Phone number
(906) 337-4727
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts215
AUM (Assets Under Management)$ 78,152,477

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SIMPLIFIED FINANCIAL PARTNERS

CRD#: 331770Calumet, MI 49913

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