Daniel Jackson Sippell
Investment Adviser Representative at SGH Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Jackson Sippell is an investment adviser representative with SGH Wealth Management in Lathrup Village, MI, where they have been registered since 2026, the year they entered the securities industry. They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SGH Wealth ManagementJun 2023 – no end date reportedLathrup Village, MI
- University OF MichiganSep 2019 – Jun 2023Ann Arbor, MI
- University OF Michigan Science Learning CenterAug 2019 – Apr 2023Ann Arbor, MI
- Grand Capital AdvisorsJun 2022 – Aug 2022Grand Blanc, MI
- Alpha Management GroupMay 2021 – Aug 2021Ann Arbor, MI
- Flint Community SchoolsMay 2019 – Aug 2020Flint, MI
- Grand Blanc Community SchoolsJan 2016 – May 2019Grand Blanc, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SGH Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lathrup Village, MI
- SEC file number:
- 801-113388
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 1, 2026
View full firm profileOther advisors at SGH Wealth Management
4 other advisors in the directory
Similar advisors in Lathrup Village, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Jackson Sippell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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