Financial ADVSR advisor directory · SEC adviser records
Summit Financial Strategies Inc. financial advisors in Ohio
Every SEC-registered investment adviser representative at a Summit Financial Strategies Inc. office in Ohio, by city and A to Z.
The short answer
19 registered advisors work at Summit Financial Strategies Inc. in Ohio, out of 19 nationwide; it's the firm's number 1 state by advisors, and the most are in Columbus (19). 17 list the CFP designation and 0 are also registered broker representatives.
Summit Financial Strategies Inc. advisors by city in Ohio
Every firm in Ohio →Summit Financial Strategies Inc. advisors in Ohio, A to Z
Search by name →- Summer R. AndersonColumbus · Certified Financial Planner
- 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
- Pearlsea JainColumbus
- Roman KorolchukColumbus · Certified Financial Planner
- Samuel T. LavielleColumbus · Certified Financial Planner
- Samantha A. MacchiaColumbus · Certified Financial Planner, Chartered Financial Consultant
- Benjamin W. MurrayColumbus · Certified Financial Planner
- Joseph M. ReardonColumbus · Certified Financial Planner
- Michael R. SchererColumbus · Certified Financial Planner
- Brian T. SutliffColumbus · Certified Financial Planner, Chartered Financial Consultant
- Timothy W. SwainColumbus · Certified Financial Planner
- Wendy S. TroutColumbus · Certified Financial Planner
- Keegan E. VanmeterColumbus · Certified Financial Planner
Summit Financial Strategies Inc. advisors in every state →Summit Financial Strategies Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Summit Financial Strategies Inc. financial advisors are in Ohio?
19 investment adviser representatives are registered at Summit Financial Strategies Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 19 at the firm nationwide. 17 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Summit Financial Strategies Inc. have the most advisors?
Columbus, with 19. Summit Financial Strategies Inc. has advisors in 1 city in Ohio.
How do I check a Summit Financial Strategies 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 Strategies Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.