Troy Allen Sommerfeld
Investment adviser representative at Kom Wealth Management Group, LLC
10 yearsExperience
1 stateRegistered in
$407.8MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kom Wealth Management Group, LLCOct 2021 to now
- Ameriprise Financial Services, IncAug 2019 to now
- Omega Thermo ProductsOct 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WI).
Kom Wealth Management Group, LLC
$407.8MAssets managed
575Clients
6Advisers
19 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
- 7168165
- Firm CRD
- 142682