Summit Financial Group Inc.

Summit Financial Group Inc. (CRD# 109485) is a financial advisory firm headquartered in Boca Raton, FL. They manage $3,799,519,864 in 27,685 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,800
    MILLION
  • Total Number of Accounts
    27,685
    ACCOUNTS
  • Average Account Value
    $137,241
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Summit Financial Group Inc.
Showing 1 - 10 of 357 top financial advisors.
1
Connor A. Ambrose
CRD#: 5763812
3102 Maple Ave, Suite 400, Dallas, TX 75201
104
Wealthminder
score

Connor Ambrose (CRD# 5763812) is an Investment Advisor Representative working at Summit Financial Group Inc. in Dallas, TX and has over 10 years of experience in the finance industry. Connor Ambrose 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Aaron J. Cirksena
CRD#: 6161482
115 West St Suite 400, Annapolis, MD 21401
102
Wealthminder
score

At Premier Planning Group our mantra is Four Seasons experience with FedEx efficiency. Find out why our clients have entrusted us with over $350 million dollars worth of their retirement savings.

 

Aaron Cirksena is a new partner, having joined Brion Harris and his team at Premier Planning Group in August of 2015. Prior to joining Premier Aaron worked as an advisor with Morgan Stanley Wealth Management in the downtown Baltimore area.

 

Aaron was born and raised right here in the Annapolis area. He attended Severn High School in Severna Park and later graduated from the University of Maryland College Park with a degree in economics.

 

If Aaron is not in the office helping clients he can be found on the golf course, spending quality time with family, or simply relaxing having a beer with friends in the Federal Hill area of Baltimore.

3
Steven L. Polaski
CRD#: 2990133
3478 Buskirk Ave, Ste 245, Pleasant Hill, CA 94526
101
Wealthminder
score

Steven Polaski (CRD# 2990133) is an Investment Advisor Representative working at Summit Financial Group Inc. in Pleasant Hill, CA and has over 18 years of experience in the finance industry. Steven Polaski 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.

4
John J. Meany
CRD#: 2470150
1 Mill Ridge Lane, Suite 102, Chester, NJ 07930
98
Wealthminder
score

John Meany (CRD# 2470150) is an Investment Advisor Representative working at Summit Financial Group Inc. in Chester, NJ and has over 23 years of experience in the finance industry.

5
Glen E. Morris
CRD#: 2353616
595 S Federal Hwy, Suite 500, Boca Raton, FL 33432
98
Wealthminder
score

Glen Morris (CRD# 2353616) is an Investment Advisor Representative working at Summit Financial Group Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry.

6
Roger L. Bennett
CRD#: 823165
16 S.e. Dallas Rd, Weatherby, MO 64497
96
Wealthminder
score

Roger Bennett (CRD# 823165) is an Investment Advisor Representative working at Summit Financial Group Inc. in Weatherby, MO and has over 30 years of experience in the finance industry.

7
Jordan E. Berryhill
CRD#: 5140890
5516 Falmouth St, Suite 104, Richmond, VA 23230
96
Wealthminder
score

Jordan Berryhill (CRD# 5140890) is an Investment Advisor Representative working at Summit Financial Group Inc. in Richmond, VA and has over 11 years of experience in the finance industry. Jordan Berryhill 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.

8
Adam J. Bowen
CRD#: 4459729
701 Avenue G, Marble Falls, TX 78654
96
Wealthminder
score

Adam Bowen (CRD# 4459729) is an Investment Advisor Representative working at Summit Financial Group Inc. in Marble Falls, TX and has over 16 years of experience in the finance industry. Adam Bowen 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.

9
George P. Brkljacic
CRD#: 4351440
260 West Coleman Blvd, Suite B, Mount Pleasant, SC 29464
96
Wealthminder
score

George Brkljacic (CRD# 4351440) is an Investment Advisor Representative working at Summit Financial Group Inc. in Mount Pleasant, SC and has over 10 years of experience in the finance industry. George Brkljacic 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.

10
William J. Buehler
CRD#: 2338301
5516 Falmouth St, Suite 104, Richmond, VA 23230
96
Wealthminder
score

William Buehler (CRD# 2338301) is an Investment Advisor Representative working at Summit Financial Group Inc. in Richmond, VA and has over 24 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.