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Craig L
Series 66
Traverse City, MI
Signature Equity Partners, LLC
Craig Leppien is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Cetera Investment Services, LPL Financial, and Merrill. He is also an independent insurance agent involved in the sales and marketing of fixed annuities and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure of 34 advisors and uses the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.
Joshua B
Series 66
Traverse City, MI
Signature Equity Partners, LLC
Joshua Beitel is a financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has held prior roles at Cambridge Investment Research Advisors, Cetera Investment Services, Chemical Bank, Fifth Third Securities, and LPL Financial. Outside of his advisory work, Beitel participates as a professional poker player, competing in various tournaments. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.
David K
CFP®, Series 66, Series 63
Traverse City, MI
Signature Equity Partners, LLC
David Knight is a CFP® professional at Signature Equity Partners, LLC with 12 years of industry experience. His prior roles include positions at SPWM Advisors LLC, Cambridge Investment Research Advisors, Inc., TD Ameritrade Investment Management, LLC, and Scottrade Inc. He also serves as an independent insurance agent with SPWM Insurance Agency LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure of 34 advisors and offers tailored portfolio management and financial planning through the Vision2020 Wealth Management Platform, focusing on customized client solutions including tax management and socially responsible investing.
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