Matthew Sumnicht, financial advisor Southfield MI

Matthew Sumnicht

CRD Number: 6320750
Current Firm: Bowline Financial, LLC

Matthew Sumnicht (CRD# 6320750) is an Investment Advisor Representative working at Bowline Financial, LLC in Southfield, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bowline Financial, LLC Grosse Pointe Woods, MI Nov 2020 - Current 3
Massmutual Life Insurance Co Southfield, MI Jan 2018 - Nov 2020 2
Mml Investors Services, LLC Southfield, MI Jan 2018 - Nov 2020 2
Axa Advisors, LLC Troy, MI Jun 2014 - Jan 2018 3
Expedition Payroll - Michigan, Inc. Huntington Woods, MI Sep 2009 - Oct 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Matthew D. Sumnicht
Phone Number: (248) 864-8742
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $204,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

MI, TX

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