Summit Financial Strategies Inc.

Summit Financial Strategies Inc. (CRD# 110112) is a financial advisory firm headquartered in Columbus, OH. They manage $895,065,995 in 659 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    895
    MILLION
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $1,358,219
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, GA, IL, LA, MI, NC, NH, OH, TX, VA

Financial Advisors at Summit Financial Strategies Inc.
Showing 1 - 10 of 12 top financial advisors.
1
William Whitaker
CRD#: 5713537
7965 North High Street, Suite 350, Columbus, OH 43235
103
Wealthminder
score

William Whitaker (CRD# 5713537) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 12 year of experience in the finance industry. William Whitaker 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
Mark S. Coffey
CRD#: 2121803
7965 North High Street, Suite 350, Columbus, OH 43235
96
Wealthminder
score

Mark Coffey (CRD# 2121803) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 25 years of experience in the finance industry. Mark Coffey 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.

3
Liam J. Hurley
CRD#: 2124954
7965 North High Street, Suite 350, Columbus, OH 43235
96
Wealthminder
score

Liam Hurley (CRD# 2124954) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 25 years of experience in the finance industry. Liam Hurley 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
Joseph M. Reardon
CRD#: 2229120
7965 North High Street, Suite 350, Columbus, OH 43235
96
Wealthminder
score

Joseph Reardon (CRD# 2229120) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 24 years of experience in the finance industry. Joseph Reardon 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.

5
Samantha A. Macchia
CRD#: 4362533
7965 North High Street, Suite 350, Columbus, OH 43235
90
Wealthminder
score

Samantha Macchia (CRD# 4362533) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Samantha Macchia 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.

6
Luke J. Salcone
CRD#: 6561129
7965 North High Street, Suite 350, Columbus, OH 43235
90
Wealthminder
score

Luke Salcone (CRD# 6561129) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Luke Salcone 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.

7
Ted K. Saneholtz
CRD#: 1197670
7965 North High Street, Suite 350, Columbus, OH 43235
90
Wealthminder
score

Ted Saneholtz (CRD# 1197670) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Ted Saneholtz 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
Michael R. Scherer
CRD#: 5920189
7965 North High Street, Suite 350, Columbus, OH 43235
90
Wealthminder
score

Michael Scherer (CRD# 5920189) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Michael Scherer 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
Benjamin I. Skinner
CRD#: 6656205
7965 North High Street, Suite 350, Columbus, OH 43235
90
Wealthminder
score

Benjamin Skinner (CRD# 6656205) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Benjamin Skinner 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
Brian T. Sutliff
CRD#: 4404659
7965 North High Street, Suite 350, Columbus, OH 43235
90
Wealthminder
score

Brian Sutliff (CRD# 4404659) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry. Brian Sutliff 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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