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    Todd Sivak

    CFBS, CFP®, CFS®, ChFC®

    Check the background of this investment professional on FINRA's BrokerCheck

    About Todd

    Todd W. Sivak, Director of Wealth Management, VP (ChFC®, CFP®, CFS, CFBS), brings over 24 years of experience to the SSWM team with his distinguished career in financial services. With a passion for financial planning, Todd is well versed in all aspects of both personal and business planning, and is an excellent “quarterback” for each client’s unique financial situation.

    Todd graduated from UW-Madison with a BS in Economics and began immediately in the financial services industry in Downers Grove, IL.  After being promoted to regional manager, Todd had the desire to manage his own business; specializing in client education and business planning strategies. In 2000, he and his family moved back to the Midwest where Todd continues to pursue his passion for coaching families and business owners.  In 2014 Todd and his partner Tim Schlosser partnered with First Bank Financial Centre to oversee the bank’s wealth management division – Summit Street Wealth Management.

    Todd holds designations for Certified Financial Planner (CFP) certification, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC), and Certified Family Business Specialist (CFBS). 

    Todd and his wife reside in Oconomowoc, Wisconsin, with their four children. When not at home, Todd can probably be found coaching baseball, girls fast pitch softball or out on Lake Michigan fishing for salmon. An active community member, Todd has served on boards and committees of the following organizations: YMCA at Pabst Farms, YMCA at Pabst Farms endowment committee, Oconomowoc Area Foundation, Oconomowoc Scholarship Fund, Greater Milwaukee Foundation, Rogers Memorial Hospital Foundation and the Oconomowoc Chamber of Commerce. Todd and Kirsten are also founding members of the Oconomowoc Area Foundation and strong supporters of Oconomowoc’s Athletic Fields Forever.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Todd Sivak CFP®, ChFC®, CFS®, CFBS is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 525 Junction Road, Suite 8100, North Tower, Madison, WI 53717, Tel: (608) 829-0015

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, Colorado, Florida, Illinois, Wisconsin

    I am licensed to sell Securities Products in the following jurisdictions:
    Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Iowa, Illinois, Indiana, Maine, Michigan, Minnesota, North Carolina, New York, Ohio, Puerto Rico, South Carolina, South Dakota, Texas, Utah

    Todd Sivak CFP®, ChFC®, CFS®, CFBS, Oconomowoc, WI

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