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Erkki Peippo

Advisor at Concorde Asset Management, LLC — Ann Arbor, MI

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Ann Arbor, MI 48108

Concorde Asset Management, LLC logo

Concorde Asset Management, LLC

Multi-team

Total advisors

80

Across 52 offices

Clients per advisor

46 Low

Avg AUM per client

$160,496 Very Low

HNW client ratio

1% Very Low

About

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Client services

Based on Concorde Asset Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Concorde Asset Management, LLC

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations

Occupation focus

Based on Concorde Asset Management, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial Planning fixed fees range from $300 minimum to $25,000 depending on complexity.

Percentage

$0 - $500,000: 0.25% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $500,001 - $2,000,000: 0.23% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $2,000,001 - $5,000,000: 0.20% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $5,000,001+: 0.15% (Overlay Platform Fee for Concorde UMA & Concorde GPS) $0 - $1,000,000: 1.00% (ERISA Retirement Plan advisory fees maximum tiered range) $1,000,001 - $3,000,000: 0.75% (ERISA Retirement Plan advisory fees maximum tiered range) $3,000,001 - $5,000,000: 0.65% (ERISA Retirement Plan advisory fees maximum tiered range) $5,000,001+: 0.55% (ERISA Retirement Plan advisory fees maximum tiered range)

Commissions

Representatives may receive commissions for securities and insurance products sold through affiliated broker-dealer, separate from advisory fees.

Project-based

Financial Planning hourly fees range from $100 to $300 per hour depending on personnel qualifications; administrative support $50 to $80 per hour.

Other

Account minimum: $50,000 Minimum fee: Financial Planning minimum fee of $300, which may be waived. Fee-only: Financial Planning fees based on hourly ($100-$300/hr), fixed fees ($300 minimum to $25,000), and administrative fees ($50-$80/hr). Investment management fees negotiable up to 2.25% annually including platform fees.

Location

See office

Ann Arbor, MI

3909 Research Park Drive, Suite 200

Ann Arbor MI 48108

Advisors at this office

14

Most active in

Michigan · Missouri · New Jersey · Ohio · Washington · Wisconsin

Work history

24 years of industry experience

Concorde Asset Management, LLC

2020 - Present • 6 years

Livonia, MI

Concorde Investment Services, LLC

2020 - Present • 6 years

Livonia, MI

Sagepoint Financial INC

2005 - 2019 • 14 years

Escanaba, MI

Erkki Peippo, CPA, PC

2003 - Present • 23 years

Escanaba, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo entities since 2009 and spent seven years with Stifel Nicolaus & Co Inc. Henry serves on the advisory council for a children's hospital, participating in event planning. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner

Adam D

Series 66, Series 7

Milan, MI

Cetera

Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement Young Professionals FIRE (Financial Independence Retire Early) Mid-Career Professionals
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Kenneth Z

Series 63, Series 66

Ann Arbor, MI

A B L E Wealth Management Solutions Llc

Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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