Allison Tyminski Rumschik
Investment adviser representative at Sycamore Financial Group
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$787.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sycamore Financial GroupJul 2017 to now
- Foliofn Investments, Inc.Jul 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (IN, NY, TX).
Sycamore Financial Group
Legal name: Sycamore Financial Group, Inc.
$787.4MAssets managed
1,146Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5239290
- Firm CRD
- 14143