Todd Sivak

Retirement Planning, Estate Planning, Fee-Based Financial Planning, Investments, Insurance, Business Planning and Consulting

Director of Wealth Management, VP at Summit Street Wealth management in Brookfield, WI

About

I offer an analysis of your current financial situation and help you: -Identify financial goals and concerns -Illustrate what is being done to reach your goals and deal with concerns -Identify gaps, if present, and offer solutions to fill them

Contact
Click for phone number
(262) 354-6000
Address
18815 West Capitol Dr. in Brookfield, WI 53045
Info
Year started: 1991

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Servicing

Credentials

Licenses

Series 7
Series 24
Series 65

Certifications

CFBS - Certified Family Business Specialist
CFP - Certified Financial Planner
CFS - Certified Fund Specialist
ChFC - Chartered Financial Consultant

Background

Experience

Director of Wealth Management, VP

Education

University of Wisconsin - Madison