David Tumm, financial advisor Waukesha WI

David Tumm

CRD Number: 6207210
Current Firm: Tumm Capital LLC

David Tumm (CRD# 6207210) is an Investment Advisor Representative working at Tumm Capital LLC in Waukesha, WI and has 1 year of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Waukesha WI
Robyn T. Abel
CRD# 6857150
Robert W. Baird & Company Incorporated
Similar Advisors
Naomi Ackley, financial advisor Waukesha WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Matthew Adey, financial advisor Waukesha WI
Matthew J. Adey
CRD# 4368960
Pgim Investments LLC
Professional Designations
Company Name Location Dates Years
Tumm Capital LLC Waukesha, WI Nov 2019 - Current 2
Tumm Capital Chicago, IL Jul 2019 - Current 2
Tumm Asesoramiento Inmobiliario Rohrmoser, Aug 2016 - May 2019 2
Select Equity Group L.p New York, NY Jul 2014 - Jul 2016 2
Full Time Student Ann Arbor, MI Sep 2009 - Jun 2014 4

David Tumm has no recent exams reported.
Contact Info for David A. Tumm
Phone Number: 269-873-1642
Registered State(s):
  • WI
Current Firm Details
Tumm Capital LLC
Firm's CRD Number: 305701
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.