Summit Investment Management, Ltd.

Summit Investment Management, Ltd. (CRD# 110188) is a financial advisory firm headquartered in Milwaukee, WI. They manage $64,110,000 in 185 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $346,541
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
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Summit Investment Management, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Ronald E. Chandler
CRD#: 5856620
400 East Wisconsin Avenue, Suite 102, Milwaukee, WI 53202
93
Wealthminder
score

Ronald Chandler (CRD# 5856620) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Milwaukee, WI and has over 6 years of experience in the finance industry.

2
Edward J. Gaffney
CRD#: 5900992
400 East Wisconsin Avenue, Suite 102, Milwaukee, WI 53202
93
Wealthminder
score

Edward Gaffney (CRD# 5900992) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Milwaukee, WI and has over 6 years of experience in the finance industry.

3
Thomas A. Carroll
CRD#: 1250196
400 East Wisconsin Avenue, Suite 102, Milwaukee, WI 53202
90
Wealthminder
score

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

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