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5005 W. Loomis Rd. Suite 200, Greenfield, WI 53220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
| WA | RA | APPROVED | 2025-08-11 |
| IN | RA | APPROVED | 2025-07-09 |
| NC | RA | APPROVED | 2025-07-08 |
| GA | RA | APPROVED | 2025-07-02 |
| NY | RA | APPROVED | 2025-06-11 |
| CA | RA | APPROVED | 2025-06-10 |
| FL | RA | APPROVED | 2025-06-10 |
| WI | RA | APPROVED | 2025-06-10 |
| VA | RA | APPROVED | 2024-07-23 |
| OH | RA | APPROVED | 2023-07-02 |
| IL | RA | APPROVED | 2014-01-07 |
Branch Locations
5005 W. Loomis Rd. Suite 200, Greenfield, WI 53220 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Investment Management Ltd | Milwaukee | WI | 07/2012 | Present |
1. NONE OF THE FOLLOWING ARE INVESTMENT RELATED - SOUTHEAST WISCONSIN PROCESS, LLC - 707 W. MOORELAND BLVD, STE 2, WAUKESHA, WI - PROCESS SERVING, MEMBER SINCE 03/2006, LESS THAN 2 HOURS A MONTH. 2. Dub Advisers, LLC; Owner; Investment related; W305N1517 Silverwood Ln Delafield Wisconsin 53018; Description: Provide model portfolios to Dub; receive fee-sharing compensation; no client advice, management, or Catholic-branded models.; 2026-06-30; 2 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.
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