Lee Revolinski, financial advisor Green Bay WI
96 score

Lee Revolinski

CRD Number: 3132974
Current Firm: Summit Planning Group LLC

Lee Revolinski (CRD# 3132974) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 17 years of experience in the finance industry. Lee Revolinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Planning Group LLC Green Bay, WI Apr 2006 - Current 10
Summit Planning Group LLC Green Bay, WI Dec 2005 - Current 10
Linsco / Private Ledger Corp. Green Bay, WI Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Lee S. Revolinski
Phone Number: 920-884-9000
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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