Investment adviser representative · Summit Financial, LLC
Kory M. Frost
CRD 5925731 · Farmington Hills, MI
At a glance
Kory M. Frost is an investment adviser representative with Summit Financial, LLC in Farmington Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kory’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Summit Financial, LLCSince May 2021Farmington Hills, MI · $26B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kory’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Summit Financial, LLC
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- Erin M. NordlohFarmington Hills
- Patrick F. PatinFarmington Hills · Chartered Financial Analyst
- Carla D. StampsFarmington Hills
- Alex TannerFarmington Hills
- Monish VermaFarmington Hills
- Renee M. WahlFarmington Hills
- Carl A. AdkinsCincinnati · Certified Financial Planner
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