Daniel Jackson Sippell
Investment adviser representative at Sgh Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$561.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Sgh Wealth ManagementJun 2023 to now
- Grand Capital AdvisorsJun 2022 to Aug 2022
- Alpha Management GroupMay 2021 to Aug 2021
- University of MichiganSep 2019 to Jun 2023
- University of Michigan Science Learning CenterAug 2019 to Apr 2023
- Flint Community SchoolsMay 2019 to Aug 2020
- Grand Blanc Community SchoolsJan 2016 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Sgh Wealth Management
$561.8MAssets managed
427Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8205344
- Firm CRD
- 284067