SUMNICHT & ASSOCIATES LLC, - Family Wealth Managers
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SUMNICHT & ASSOCIATES LLC, - Family Wealth Managers
W6240 Communication Court
Suite 1
Appleton, WI 54914
W6240 Communication Court
Suite 1
Appleton, WI 54914
*Premium Listing*
Toll Free Number: (888) 274-2848
Phone Number: (920) 731-4455
Fax Number: (920) 731-9679
Web Address: www.sumnicht.com
Toll Free Number: (888) 274-2848
Phone Number: (920) 731-4455
Fax Number: (920) 731-9679
Web Address: www.sumnicht.com
Categories: Estate Planning, Financial Advisors, Financial Advisory Services, Financial Planning Consultants, Investment Advisory Referral Service, Retirement Planning Services
SEC Registered Investment Advisor serving clients throughout the USA
We are a full service SEC Registered Investment Advisory firm providing portfolio management and financial planning services with a focus on utilizing Endowment Investing strategies to increase our clients risk-adjusted returns. Call us to arrange a free personal consultation. We serve clients throughout the US from our headquarters located in Appleton, WI.
Keywords: financial, investment, wealth, planning, management, advisor
We are a full service SEC Registered Investment Advisory firm providing portfolio management and financial planning services with a focus on utilizing Endowment Investing strategies to increase our clients risk-adjusted returns. Call us to arrange a free personal consultation. We serve clients throughout the US from our headquarters located in Appleton, WI.
Keywords: financial, investment, wealth, planning, management, advisor
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Interview Q&A
How long have you been in business?
Vern Sumnicht started the firm in Appleton, Wisconsin 1988.
What is your primary product or service?
Our firm specializes in serving the wealth management needs of families through-out the USA. We are also advisors to business retirement plans and family foundations or charities.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Vern Sumnicht was tired of being a commissioned stock broker and wanted to be a trusted advisor to his family clients so he established his independent fee-based wealth investment advisory business. He believes we are the oldest independent wealth advisory firm in NE Wisconsin.
How do you differentiate yourself from other businesses in your category and area?
Our firm's team of highly skilled professionals use their 100 plus years of expertise to provide our valued clients with independent financial, estate, tax, retirement and investment planning advice. We serve as quaterback to the family and work with all existing advisors to execute an integrated wealth management plan.
How many locations do you have and do you have plans to expand?
We are headquartered in Appleton, Wi and serve all our valued clients from this location. We have numerous clients through-out the USA and two international families as clients.
Provide detailed directions to your location
We are loacted on College avenue one block east of the Airport.
What type of payments do you accept?
We are fee based advisors.
Which areas do you service?
The entire USA.
Who owns your company or runs daily operations?
Vern Sumnicht is the CEO and owner.
What are your hours of operation?
We are open M-F 9-5.
Vern Sumnicht started the firm in Appleton, Wisconsin 1988.
What is your primary product or service?
Our firm specializes in serving the wealth management needs of families through-out the USA. We are also advisors to business retirement plans and family foundations or charities.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Vern Sumnicht was tired of being a commissioned stock broker and wanted to be a trusted advisor to his family clients so he established his independent fee-based wealth investment advisory business. He believes we are the oldest independent wealth advisory firm in NE Wisconsin.
How do you differentiate yourself from other businesses in your category and area?
Our firm's team of highly skilled professionals use their 100 plus years of expertise to provide our valued clients with independent financial, estate, tax, retirement and investment planning advice. We serve as quaterback to the family and work with all existing advisors to execute an integrated wealth management plan.
How many locations do you have and do you have plans to expand?
We are headquartered in Appleton, Wi and serve all our valued clients from this location. We have numerous clients through-out the USA and two international families as clients.
Provide detailed directions to your location
We are loacted on College avenue one block east of the Airport.
What type of payments do you accept?
We are fee based advisors.
Which areas do you service?
The entire USA.
Who owns your company or runs daily operations?
Vern Sumnicht is the CEO and owner.
What are your hours of operation?
We are open M-F 9-5.
Contact SUMNICHT & ASSOCIATES LLC, - Family Wealth Managers:
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