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.

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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
    0
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $100,000
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

WI

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