Old Mission Investment Company, LLC

CRD 140381 · Traverse City, MI · $929.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 140381
SEC number: 801-66666
Firm type: RIA
Assets under management: $929.0M as of Mar 27, 2026
Website: www.omico.net ↗
Phone: 231-929-4100
Address: 880 Munson Avenue, Traverse City, MI, 49686

Advisors at this firm

8 in our index · page 1 of 1

Lindsay FitzpatrickCRD 6193198 · Traverse City, MI

IA RegisteredRegistration inactive
Jeffrey Allen JohnsonCRD 3048003 · Traverse City, MI

IA RegisteredRegistration inactive
Ryan William KnabuschCRD 6763184 · Traverse City, MI

IA Registered
Christopher Mundt LambCRD 2412619 · Traverse City, MI

IA RegisteredRegistration inactive
Keith Phillip OlshoveCRD 1624335 · Traverse City, MI

IA Registered
Kurt Austin SchulerCRD 2253788 · Traverse City, MI

IA RegisteredRegistration inactive
Carey Anne TafelskyCRD 6456688 · Traverse City, MI

IA Registered
Susan WippermanCRD 6875113 · Traverse City, MI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 140381 ↗ FINRA BrokerCheck record for firm CRD 140381 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.