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Thomas James Czech

SUMMIT INVESTMENT MANAGEMENT, LTD.·MILWAUKEE, Wisconsin
Clean recordSUMMIT INVESTMENT MANAGEMENT, LTD.
400 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202CRD# 602623Firm CRD# 110188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas James Czech · MILWAUKEE, WI
Registration
CRD #602623 · SUMMIT INVESTMENT MANAGEMENT, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas James 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# 602623
Firm CRD# 110188
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas James Czech offer?
Thomas James Czech specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Thomas James Czech's credentials?
Thomas James Czech is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Czech located?
Thomas James 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 Thomas James Czech charge for services?
Thomas James 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.

Catherine Ann Czech
MILWAUKEE, WI

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