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Vernon Coffey Sumnicht

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

Sumnicht & Associates, LLC
CEO

Appleton

Wisconsin

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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sumnicht & Associates 31 years, 11 months Jan 1988 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Vernon Sumnicht

Market timing is an impractical way to invest
Published 2018-03-22 15:15:12
Dos and don’ts for fixed income investors
Published 2018-02-12 16:57:27
Dos and don’ts for income investors
Published 2018-01-23 15:31:43
Investment opportunities still persist
Published 2017-04-11 17:12:54
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

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 17, 2018
    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 27, 2019
      • $300.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 777
        Accounts
      • $386.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

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