linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Allison Tyminski Rumschik

Sycamore Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Allison? Claim Your Profile

About Allison Tyminski Rumschik

Allison Tyminski Rumschik is a financial advisor who has been in the industry since 2007. Allison currently works at Sycamore Financial Group. Allison is registered to provide investment advice in 27 states. Allison also holds several licenses including Series 7, Series 66, and Series 31. Allison specializes in providing financial planning and portfolio management for individuals.

Firm Information

Allison Rumschik is currently registered with Sycamore Financial Group. Sycamore Financial Group is a corporation that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Founded in 1983, the firm is headquartered in Kokomo, Indiana, and has a team of 4 investment adviser representatives. Sycamore Financial Group manages approximately $665.6 million in assets and is registered with the SEC and in 21 states.
Sycamore Financial Group

2713 ROCKFORD LANE

KOKOMO, IN 46902

$665.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Allison Rumschik’s Registration & Firm History

IN

07/26/2017 - Present

Sycamore Financial Group (KOKOMO IN)

VA

07/14/2014 - 06/14/2017

FOLIO INVESTMENTS, INC. (MCLEAN VA)

NY

01/30/2014 - 06/24/2014

CLAYTON LOWELL, & CONGER INC (NEW WOODSTOCK NY)

NY

03/22/2012 - 06/24/2014

ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)

NY

06/09/2008 - 06/24/2014

RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)

NY

08/09/2007 - 06/06/2008

MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)

NY

01/30/2007 - 08/14/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)

Not sure if Allison Tyminski Rumschik is right for you?

Licenses & Designations

BOTH

Issued 05/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 01/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Tyminski Rumschik.
Not sure if Allison Tyminski Rumschik is right for you?