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Craig L

Series 66

Traverse City, MI

Signature Equity Partners, LLC

Craig Leppien is an investment advisor representative at Signature Equity Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors, Inc. and Cetera Investment Services LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales and marketing of fixed annuities and non-variable insurance products. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of independent advisory affiliates using a variety of model-based investment programs.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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Joshua B

Series 66

Traverse City, MI

Signature Equity Partners, LLC

Joshua Beitel is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cetera Investment Services LLC, and Chemical Bank. Outside of his advisory work, he is also a professional poker player who participates in various tournaments. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates, utilizing model-based investment solutions and both discretionary and non-discretionary service options.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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David K

CFP®, Series 66, Series 63

Traverse City, MI

Signature Equity Partners, LLC

David Knight is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Signature Equity Partners, LLC. He has previously worked at SPWM Advisors LLC, Cambridge Investment Research Advisors, Inc., TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, Knight is also an independent insurance agent with SPWM Insurance Agency LLC. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of independent advisory affiliates, utilizing model solutions and both discretionary and non-discretionary account structures.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies
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