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Financial ADVSR advisor directory · SEC adviser records

Summit Investment Advisory Services financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Summit Investment Advisory Services office in Minnesota, by city and A to Z.

The short answer

7 registered advisors work at Summit Investment Advisory Services in Minnesota, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Roseville (7). 3 list the CFP designation and 7 are also registered broker representatives.

Summit Investment Advisory Services advisors by city in Minnesota

Every firm in Minnesota →

Roseville 7

Summit Investment Advisory Services advisors in Minnesota, A to Z

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Questions

How many Summit Investment Advisory Services financial advisors are in Minnesota?

7 investment adviser representatives are registered at Summit Investment Advisory Services offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Where in Minnesota does Summit Investment Advisory Services have the most advisors?

Roseville, with 7. Summit Investment Advisory Services has advisors in 1 city in Minnesota.

How do I check a Summit Investment Advisory Services advisor in Minnesota?

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 Investment Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.