Advisor at Summit Financial Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Financial Management LLC
Location
Mequon, WI 53092
Credentials
CFA®, Series 63
Industry experience
12 years
Based on Summit Financial Management LLC
Based on Summit Financial Management LLC
Hourly fees range from $250 to $500 per hour for financial planning and corporate advisory services.
Fee-only: Financial planning fixed fees range from $1,000 to $25,000; Corporate advisory fixed fees range from $2,500 to $250,000.
1001 W. Glen Oaks Lane, Suite 205
Mequon, WI 53092
Wisconsin
Summit Financial Management LLC
2016 - Present (10 years)
Legacy Wealth Management LLC
2014 - 2016 (2 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Glendale, WI
Erenda Capital
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
Series 63, Series 65, Series 66
Glendale, WI
Crawford Asset Management, LLC
Series 63, Series 65
Mequon, WI
Christiansen Asset Management LLC
Series 65
Glendale, WI
SKP Wealth
CFP®
Germantown, WI
Direction Financial Management, LLC
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