Back to top

Vernon Coffey Sumnicht

MBA, CFP CEO of iSectors® LLC & Sumnicht & Associates LLC

Sumnicht & Associates, LLC

Appleton

Wisconsin

Contact Me

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sumnicht & Associates 29 years, 2 months Jan 1988 - Present

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Vernon Sumnicht

What’s Driving Change in Financial Planning?
Published 2016-07-22 16:32:21
Find Out Why More Advisors Moving to TAMPs
Published 2015-10-08 14:30:27
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 16, 2014
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Sumnicht & Associates, LLC

    Last updated on March 23, 2016
      • $268.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 713
        Accounts
      • $377.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Performance-Based Fees
    • Other