Matthew D. Sumnicht

BOWLINE FINANCIAL

Grosse Pointe Woods, MI 48236

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CRD#: 6320750

Professional summary

Matthew David Sumnicht, who also goes by Matt Sumnicht, is a registered financial advisor currently at BOWLINE FINANCIAL, LLC located in Grosse Pointe Woods, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Sumnicht

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Matthew Smnicht is independently licensed to sell insurance products. When acting in this capacity, he will receive commissions for selling these products. A conflict of interest may arise, as insurance sales may create an incentive to recommend products based on compensation in the form of commissions the product(s) generate. 5 hours per month during normal business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Sumnicht's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2020 - Present

BOWLINE FINANCIAL, LLC

Office #1: 20916 Mack Ave. Suite 200, Grosse Pointe Woods, MI 48236

RIA

CRD#: 310255

Grosse Pointe Woods, MI

Past

January 26, 2018 - November 11, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Southfield, MI

Past

January 16, 2018 - November 11, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

Southfield, MI

Past

November 24, 2014 - January 17, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TROY, MI

Past

October 10, 2014 - January 17, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(11/16/2020)

IAR

North Carolina
(10/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/18/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/10/2017

General Securities Principal Examination

Current Firm

BOWLINE FINANCIAL, LLC

BOWLINE | BOWLINE FINANCIAL, LLC | BOWLINE FINANCIAL

CRD#: 310255 / SEC#:

Michigan

Registered Investment Advisory firm - (11/6/2020 Approved)

North Carolina

Registered Investment Advisory firm - (5/2/2025 Approved)

Texas

Registered Investment Advisory firm - (12/15/2020 Approved)

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Contact information

Main Address

20916 Mack Ave. Suite 200, Grosse Pointe Woods, MI 48236

Mailing Address

Phone number

(248) 327-6390

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 72,644,518

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew D. Sumnicht

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Sumnicht's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOWLINE FINANCIAL, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2014

Series 24

Date: 5/10/2017

Current Firm

BOWLINE FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOWLINE FINANCIAL, LLC

TRUST BUT VERIFY

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