Summit Financial Advisors

Summit Financial Advisors (CRD# 123926) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Summit Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Paul Koepfer, financial advisor Bradenton FL
Paul J. Koepfer
CRD#: 273157
Bradenton, FL

Paul Koepfer (CRD# 273157) is an Investment Advisor Representative working at Summit Financial Advisors in Bradenton, FL and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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