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Timothy William Swain

Chief Operations OfficerSummit Financial Strategies IncCRD 6186582

About Timothy William Swain

Timothy William Swain is listed as Chief Operations Officer at Summit Financial Strategies Inc in Columbus, OH. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Summit Financial Strategies Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Timothy William Swain work?

Timothy William Swain is listed as Chief Operations Officer at Summit Financial Strategies Inc on SEC Form ADV.

How much of Summit Financial Strategies Inc does Timothy William Swain own?

Form ADV reports a beneficial ownership band of 10-25%.

Summit Financial Strategies Inc

TitleChief Operations Officer
Ownership10-25%
Control personYes
Since2024