Summit Investment Management, Ltd.

Summit Investment Management, Ltd. (CRD# 110188) is a financial advisory firm headquartered in Greenfield, WI. They manage $70,097,257 in 179 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $391,605
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, OH, TX, WI

Financial Advisors at Summit Investment Management, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas A. Carroll
CRD#: 1250196
5005 W. Loomis Rd., Suite 200, Greenfield, WI 53220

Thomas Carroll (CRD# 1250196) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Greenfield, WI and has 1 year of experience in the finance industry.

2
Ronald E. Chandler
CRD#: 5856620
5005 W. Loomis Rd., Suite 200, Greenfield, WI 53220

Ronald Chandler (CRD# 5856620) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Greenfield, WI and has over 13 years of experience in the finance industry.

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