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Financial ADVSR advisor directory · SEC adviser records

Summit Financial Advisors, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Summit Financial Advisors, Inc. office in Ohio, by city and A to Z.

The short answer

5 registered advisors work at Summit Financial Advisors, Inc. in Ohio, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Middletown (3). 4 list the CFP designation and 0 are also registered broker representatives.

Summit Financial Advisors, Inc. advisors by city in Ohio

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Middletown 3Lebanon 2

Summit Financial Advisors, Inc. advisors in Ohio, A to Z

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Summit Financial Advisors, Inc. advisors in every state →Summit Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Summit Financial Advisors, Inc. financial advisors are in Ohio?

5 investment adviser representatives are registered at Summit Financial Advisors, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Ohio does Summit Financial Advisors, Inc. have the most advisors?

Middletown, with 3, then Lebanon (2). Summit Financial Advisors, Inc. has advisors in 2 cities in Ohio.

How do I check a Summit Financial Advisors, Inc. advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summit Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.