Vern Sumnicht

CFP®
Personal Finance, Retirement, Investing
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“With over three decades of experience in the financial industry, Vern Sumnicht provides financial, investment, and estate planning solutions that work together to support his clients' unique needs and objectives.”
Firm:

Sumnicht & Associates

Job Title:

Founder & CEO

Biography:

Vern founded Sumnicht & Associates, LLC, a family wealth management and institutional investment consulting business, in 1988. In 2005, Vern began using index-based exchange-traded funds (ETFs) to allocate his clients’ investment portfolios. This strategy cut clients’ costs and improved performance. In 2008, the success and recognition of our ETF-based allocation strategies led to the founding of iSectors®, LLC. The mission of iSectors® is to develop, manage and license ETF asset allocation strategies. The business model provides investment advisors an efficient, low-cost platform to outsource the investment management of their clients’ assets, reducing clients’ costs, increasing performance and allowing the advisors more time to work with their clients.

Vern was recognized by Worth Magazine for four consecutive years as one of the “Top Wealth Advisors.” Sumnicht & Associates, LLC was also ranked among the Nation’s Top Wealth Managers by Bloomberg for three consecutive years and was recognized as one of the “Top Dogs” by Wealth Manager Magazine. Vern has been quoted in and/or has written articles for Forbes Magazine, Bloomberg, Barron’s, The Wall Street Journal, InvestmentNews, Investors Business Daily and other industry publications. He has also been invited to be a guest speaker at many financial industry conferences.

Vern received his Bachelor’s Degree and MBA from the University of Wisconsin-Whitewater. He is a Certified Financial Planner (CFP®) and is a member of Beta Gamma Sigma and the Financial Planning Association.

Vern serves on the Board of Directors of the Widows of Prayer and the Board of Trustees for the St. Pius X Catholic Church Foundation. Vern and his wife Debbie are the proud parents of two children.

Education:

BBA, Finance, University of Wisconsin-Whitewater
MBA, Finance, University of Wisconsin-Whitewater

CRD Number:

1315421

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March 2018
    Bonds / Fixed Income, Investing

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