Robert W. Baird & Co.
47yrs
Top advisor by experience in Traverse City
9yrs
Susan Wipperman
Financial advisor at Old Mission Investment
Susan Wipperman is a fiduciary financial advisor in Traverse City, Michigan, with 9 years in the industry. Susan joined Old Mission Investment in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Susan holds the CFP® designation.
One of 252 advisors with offices in Traverse City, and one of 235 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office880 Munson Avenue Suite B, Traverse City, MI 49686
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$820,847
Advisors at the firm8
States licensed ?1 state
Services through Old Mission Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowOld Mission Investment Company, LLCCurrent firm
Contact Susan
(231) 929-4100Old Mission Investment main office 880 Munson Avenue Suite BTraverse City, MI 49686Office · Get directions
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Questions to ask Susan
Tailored to Susan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Susan
How do I contact Susan?
Call Old Mission Investment at (231) 929-4100 and ask for Susan Wipperman. Susan works from the Traverse City, MI office.
How long has Susan been a financial advisor?
Susan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Susan hold?
Series 65. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Old Mission Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Susan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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