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Summit Wealth Group, LLC financial advisors in Tulsa, OK

Every SEC-registered investment adviser representative at a Summit Wealth Group, LLC office in Tulsa, A to Z.

3 registered advisors work at Summit Wealth Group, LLC in Tulsa, out of 3 at the firm nationwide; it ranks number 58 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Summit Wealth Group, LLC advisors in Tulsa, A to Z

Every Summit Wealth Group, LLC advisor →

Mitchell R. BenefielInvestment adviser rep
Luke T. SpinardiCertified Financial Planner
Theodore J. Spinardi IICertified Financial Planner

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

Other firms in Tulsa

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Morgan Stanley 67 Merrill Lynch, Pierce, Fenner & Smith Incorporated 52 Bok Financial Securities, Inc. 46 Edward Jones 41 LPL Financial LLC 38 Arvest Wealth Management 28 Cavanal Hill Investment Management, Inc. 25 Cetera Investment Advisers LLC 25 State Farm Investment Management Corp. 23 Mariner 22 Osaic Wealth, Inc. 20 Corient 15

Questions

How many financial advisors does Summit Wealth Group, LLC have in Tulsa?

3 investment adviser representatives are registered at Summit Wealth Group, LLC offices in Tulsa, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Summit Wealth Group, LLC one of the largest advisor employers in Tulsa?

Summit Wealth Group, LLC ranks number 58 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.

How do I check a Summit Wealth Group, LLC advisor in Tulsa?

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 Wealth Group, 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.