Alan Deetjen, financial advisor Blanco TX

Alan Deetjen

CRD Number: 2127564
Current Firm: Summa Wealth Management

Alan Deetjen (CRD# 2127564) is an Investment Advisor Representative working at Summa Wealth Management in Blanco, TX and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Summa Wealth Management Georgetown, TX Apr 2016 - Current 8
Summaiq Georgetown, TX Feb 2015 - Current 9
Summa Financial Services Georgetown, TX Jan 2014 - Current 10
Summa Life Georgetown, TX Jan 2014 - Current 10
Alan Deetjen, Attorney At Law Georgetown, TX Nov 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Alan C. Deetjen
Phone Number: 512-688-1219
Firm Website: http://www.summaiq.com/
Registered State(s):
  • TX
Current Firm Details
Summa Wealth Management
Firm's CRD Number: 284399
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Other
Types of Clients
Registered States

TX

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