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Catherine Ann Czech

SUMMIT INVESTMENT MANAGEMENT, LTD.·MILWAUKEE, Wisconsin
Clean recordSUMMIT INVESTMENT MANAGEMENT, LTD.
400 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202CRD# 5436300Firm CRD# 110188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Ann Czech · MILWAUKEE, WI
Registration
CRD #5436300 · SUMMIT INVESTMENT MANAGEMENT, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Ann Czech is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with SUMMIT INVESTMENT MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT INVESTMENT MANAGEMENT, LTD.
SUMMIT INVESTMENT MANAGEMENT, LTD.
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SUMMIT INVESTMENT MANAGEMENT, LTD. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: HOURLY CHARGES--FINANCIAL PLANNING--INFREQUENT
Regulatory
SEC/IARD CRD# 5436300
Firm CRD# 110188
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Catherine Ann Czech offer?
Catherine Ann Czech specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Catherine Ann Czech's credentials?
Catherine Ann Czech is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Ann Czech located?
Catherine Ann Czech is based in MILWAUKEE, Wisconsin, working with SUMMIT INVESTMENT MANAGEMENT, LTD.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Catherine Ann Czech charge for services?
Catherine Ann Czech's firm is compensated through percentage of aum, other: hourly charges--financial planning--infrequent. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT INVESTMENT MANAGEMENT, LTD.?
SUMMIT INVESTMENT MANAGEMENT, LTD. has approximately 1 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT INVESTMENT MANAGEMENT, LTD.

Thomas James Czech
MILWAUKEE, WI

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