Advisor at Summit Advisor Group
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Firm
Summit Advisor Group
Location
Bloomington, MN 55435
Credentials
Series 66
Industry experience
19 years
John Tenley is a financial advisor at Summit Advisor Group with 19 years of industry experience. He holds the Series 66 designation and previously worked at SNS Financial Group, LLC for eight years. Summit Advisor Group provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs, while incorporating fundamental analysis for specific exposures.
Based on Summit Advisor Group
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Annual fee paid in advance ranging from $2,000 to $10,000 depending on client circumstances
3601 Minnesota Dr, Suite 960
Bloomington, MN 55435
Minnesota · Texas
Summit Advisor Group LLC
2023 - Present (3 years)
SNS Financial Group, LLC
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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