Investment adviser representative · Summit Financial Strategies Inc.
Summer R. Anderson
CRD 7456946 · Columbus, OH
At a glance
Summer R. Anderson is an investment adviser representative with Summit Financial Strategies Inc. in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Summer’s SEC record dates to 2021, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Summit Financial Strategies Inc.Since December 2021Columbus, OH · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Summer’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
- Locked
- 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 Strategies Inc.
- Todd D. AndersonColumbus
- Christopher S. BartkowskiColumbus · Certified Financial Planner, Chartered Financial Analyst
- Steven A. CavalieriColumbus · Certified Financial Planner, Chartered Financial Analyst
- Mark S. CoffeyColumbus · Certified Financial Planner
- Kate A. CoghillColumbus · Certified Financial Planner
- Hannah F. FitzpatrickColumbus · Certified Financial Planner
- Austen S. HarrisonColumbus · Certified Financial Planner
- Roman KorolchukColumbus · Certified Financial Planner
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