Gideon Hicks, financial advisor Green Bay WI
90 score

Gideon Hicks

CRD Number: 6170332
Current Firm: Summit Planning Group LLC

Gideon Hicks (CRD# 6170332) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Green Bay, WI Feb 2014 - Current 4
Summit Planning Group Green Bay, WI Feb 2014 - Current 4
The Prudential Insurance Company Of America Wauwatosa, WI Feb 2013 - Feb 2014 1
Pruco Securities LLC Wauwatosa, WI Feb 2013 - Feb 2014 1
Unemployed/ Student Green Bay, WI Aug 2012 - Feb 2013 < 1
Mitchells Oilfield Service Glendive, MT May 2012 - Aug 2012 < 1
Unemployed/ Student Green Bay, WI Jan 2012 - May 2012 < 1
Vsi De Pere, WI May 2011 - Jan 2012 < 1
Unemployed/student Green Bay, WI Aug 2010 - May 2011 < 1
Tufco Industries Green Bay, WI Jun 2010 - Aug 2010 < 1
Unemployed/student Green Bay, WI Jul 2009 - May 2010 < 1
Jts Construction Green Bay, WI May 2009 - Jul 2009 < 1
Cornerstone Community Center De Pere, WI Dec 2006 - May 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Gideon D. Hicks
Phone Number: 920-884-9000
Firm Website:
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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Clean Record
This advisor has a clean track record with regulators.

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