Gregory Seppanen
Advisor at Simplified Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Simplified Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Calumet, MI 49913
Credentials
CFP®, Series 66
Industry experience
15 years
Gregory Seppanen is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Simplified Financial Partners and has previously worked at firms including Sage Financial Advice, Superior National Bank, Tri-star Trust Bank, and Cetera Investment Services. He serves as a board member of the Adams Township School District Foundation, where he participates in policy matters. Simplified Financial Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $78 million across 89 client relationships. The firm provides discretionary, long-term portfolio management and financial planning services, utilizing investment policy statements and a combination of fundamental analysis and modern portfolio theory.
Based on Simplified Financial Partners
Financial planning fixed fees between $500 and $10,000
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.80% $2,500,001+: 0.60%
Fee-only: Financial planning fixed fees between $500 and $10,000
100 5th St. Suite 1
Calumet, MI 49913
Michigan · Wisconsin
Sage Financial Advice
2024 - 2024 (1 year)
Simplified Financial Partners, LLC
2024 - Present (2 years)
Superior National Bank
2021 - 2024 (3 years)
Superior National Bank
2018 - 2021 (3 years)
Tri-star Trust Bank
2017 - 2018 (1 year)
Cetera Investment Services Llc
2009 - 2024 (15 years)
Superior National Bank
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")