Emily Messegee, financial advisor Frisco CO
93 score

Emily Messegee

CRD Number: 5381577
Current Firm: Summit Wealth Advisors, Inc.

Emily Messegee (CRD# 5381577) is an Investment Advisor Representative working at Summit Wealth Advisors, Inc. in Frisco, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Wealth Advisors, Inc. Frisco, CO Jul 2017 - Current < 1
Patsy Goodrich Designs Austin, TX Jul 2011 - Current 6
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2013 - Jul 2017 3
Cambridge Investment Research, Inc. Fairfield, IA Apr 2013 - Jul 2017 4
Charles Schwab & Company, Inc. Austin, TX Jun 2012 - Mar 2013 < 1
Homeaway, Inc. Austin, TX Mar 2012 - Jun 2012 < 1
Homeaway, Inc. Austin, TX Aug 2011 - Nov 2011 < 1
Unemployed/traveling Austin, TX May 2011 - Jul 2011 < 1
United States Peace Corps Aoufouss, Sep 2009 - May 2011 1
Lpl Financial Frisco, CO May 2009 - Sep 2009 < 1
Us Bank Dillon, CO Mar 2009 - May 2009 < 1
Farmers Insurance Dillon, CO Dec 2008 - Mar 2009 < 1
Leave Of Absence Olympia, WA Sep 2008 - Dec 2008 < 1
Lpl Financial Frisco, CO Jun 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Emily A. Messegee
Phone Number: 970-468-8800
Registered State(s):
  • CO
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $243,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, FL, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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