Financial ADVSR advisor directory · SEC adviser records
Summit Financial Strategies Inc. financial advisors in Columbus, OH
Every SEC-registered investment adviser representative at a Summit Financial Strategies Inc. office in Columbus, A to Z.
The short answer
19 registered advisors work at Summit Financial Strategies Inc. in Columbus, out of 19 at the firm nationwide; it ranks number 16 in the city by advisors. 17 list the CFP designation and 0 are also registered broker representatives.
Summit Financial Strategies Inc. advisors in Columbus, A to Z
Every Summit Financial Strategies Inc. advisor →- Summer R. AndersonCertified Financial Planner
- Todd D. AndersonInvestment adviser rep
- Christopher S. BartkowskiCertified Financial Planner, Chartered Financial Analyst
- Steven A. CavalieriCertified Financial Planner, Chartered Financial Analyst
- Mark S. CoffeyCertified Financial Planner
- Kate A. CoghillCertified Financial Planner
- Hannah F. FitzpatrickCertified Financial Planner
- Austen S. HarrisonCertified Financial Planner
- Pearlsea JainInvestment adviser rep
- Roman KorolchukCertified Financial Planner
- Samuel T. LavielleCertified Financial Planner
- Samantha A. MacchiaCertified Financial Planner, Chartered Financial Consultant
- Benjamin W. MurrayCertified Financial Planner
- Joseph M. ReardonCertified Financial Planner
- Michael R. SchererCertified Financial Planner
- Brian T. SutliffCertified Financial Planner, Chartered Financial Consultant
- Timothy W. SwainCertified Financial Planner
- Wendy S. TroutCertified Financial Planner
- Keegan E. VanmeterCertified Financial Planner
Summit Financial Strategies Inc. advisors in every city and state →Summit Financial Strategies Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Columbus
All Columbus advisors →J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36UBS Financial Services Inc. 33LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22
Questions
How many financial advisors does Summit Financial Strategies Inc. have in Columbus?
19 investment adviser representatives are registered at Summit Financial Strategies Inc. offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 17 list the CFP designation and 0 are also registered as broker representatives.
Is Summit Financial Strategies Inc. one of the largest advisor employers in Columbus?
Summit Financial Strategies Inc. ranks number 16 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.
How do I check a Summit Financial Strategies Inc. advisor in Columbus?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.