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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Edina, MN

Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Edina, A to Z.

3 registered advisors work at Summit Financial, LLC in Edina, out of 219 at the firm nationwide; it ranks number 34 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Summit Financial, LLC advisors in Edina, A to Z

Every Summit Financial, LLC advisor →

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

Summit Financial, LLC advisors in other cities

Parsippany, NJ 54Kirkwood, MO 12Dublin, OH 10Farmington Hills, MI 8Naples, FL 7West Warwick, RI 7Cincinnati, OH 6Harleysville, PA 6Birmingham, AL 5Sarasota, FL 5Morristown, NJ 4Newport Beach, CA 4Ashburn, VA 3Blue Bell, PA 3Columbus, OH 3

Other firms in Edina

All Edina advisors →

Ameriprise Financial Services, LLC 144RBC Capital Markets, LLC 39LPL Financial LLC 33Strategic Advisers LLC 31Cetera Investment Advisers LLC 28Charles Schwab & Co., Inc. 24Robert W. Baird & Co. Incorporated 22Tradition Wealth Management LLC 21Punch & Associates Investment Management, Inc. 16Schwab Wealth Advisory, Inc. 15Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14

Questions

How many financial advisors does Summit Financial, LLC have in Edina?

3 investment adviser representatives are registered at Summit Financial, LLC offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 219 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Summit Financial, LLC one of the largest advisor employers in Edina?

Summit Financial, LLC ranks number 34 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 144.

How do I check a Summit Financial, LLC advisor in Edina?

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, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.