David Tulig, financial advisor Green Bay WI
90 score

David Tulig

CRD Number: 6208978
Current Firm: Summit Planning Group LLC

David Tulig (CRD# 6208978) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Green Bay, WI Aug 2013 - Current 4
Summit Planning Group Green Bay, WI Aug 2013 - Current 4
Summit Planning Group Green Bay, WI May 2013 - Aug 2013 < 1
St. Norbert College De Pere, WI Aug 2009 - May 2013 3
Carts Of Chicago Elk Grove, IL Jun 2011 - Aug 2012 1
Unemployed De Pere, WI Sep 2009 - Jun 2011 1
Play It Again Sports Northbrook, IL Mar 2009 - Sep 2009 < 1
Hollister Company Davenport, IA Oct 2008 - Mar 2009 < 1
Unemployed Northbrook, IL Jun 2008 - Oct 2008 < 1
Glenbrook North High School Northbrook, IL Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for David A. Tulig
Phone Number: 920-884-9000
Firm Website: http://www.spgcares.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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