# SUMMIT INVESTMENT MANAGEMENT, LTD.

SUMMIT INVESTMENT MANAGEMENT, LTD. of GREENFIELD, WI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 110188
- Type: SEC-registered investment adviser
- SEC file number: 801-28843
- Location: 5005 W. LOOMIS RD., GREENFIELD, WI, 53220
- Phone: 414-291-4488
- Latest filing: 2026-07-09
- Regulatory AUM: $87.0M
- Discretionary AUM: $87.0M
- Clients: 3
- Accounts: 355

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| SWENTKOFSKE MARVIN ROBERT | CHAIRMAN; PRESIDENT; SENIOR VICE PRESIDENT | — |
| CZECH THOMAS JAMES | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER; EXECUTIVE V.P. AND CHIEF OF OPERATIONS; PRESIDENT (+1 more) | — |
| SWENTKOFSKE ELEANOR MAE | SECRETARY | — |
| HICKEY JOSEPH FRANCIS | VICE PRESIDENT, NEW PRODUCT DEVELOPMENT | — |
| STRACKA TIMOTHY TERRILL | VICE PRESIDENT, MARKETING | — |
| BECK JAMES MICHAEL | VICE PRESIDENT, MARKETING | — |
| FINK ARTHUR HENRY | NON AFFILIATED | — |
| DUNN MARGOT RITA | NON AFFILIATED | — |
| KATARINCIC MICHAEL J | NON AFFILIATED | — |
| CZECH CATHERINE ANN | SECRETARY; SHAREHOLDER | — |
| DUNN JOHN RAYMOND | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110188/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110188/similar
- Related entities: https://search.stillhousedata.com/firm/110188/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110188

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.