Summit Financial Strategies Inc.

Summit Financial Strategies Inc. (CRD# 110112) is a financial advisory firm headquartered in Columbus, OH. They manage $1,778,801,036 in 949 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
4111 Worth Ave., #510, Columbus, OH 43219
https://www.facebook.com/summitfinancialstrategies/
By the Numbers
  • Total Assets Under Management
    1,779
    MILLION
  • Total Number of Accounts
    949
    ACCOUNTS
  • Average Account Value
    $1,874,395
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KY, LA, MD, MI, MN, NC, NE, NY, OH, PA, SC, TX, VA, WA, WV

Financial Advisors at Summit Financial Strategies Inc.
Showing 11 - 16 of 16 top financial advisors.
11
Wendy Trout, financial advisor Columbus OH
Wendy S. Trout
CRD#: 5154084
4111 Worth Ave., #510, Columbus, OH 43219

Wendy Trout (CRD# 5154084) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.

12
Summer Anderson, financial advisor Columbus OH
Summer R. Anderson
CRD#: 7456946
4111 Worth Ave., #510, Columbus, OH 43219

Summer Anderson (CRD# 7456946) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.

13
Kate Coghill, financial advisor Columbus OH
Kate A. Coghill
CRD#: 7669837
4111 Worth Ave., #510, Columbus, OH 43219

Kate Coghill (CRD# 7669837) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.

14
Hannah Fitzpatrick, financial advisor Columbus OH
Hannah F. Fitzpatrick
CRD#: 7456965
4111 Worth Ave., #510, Columbus, OH 43219

Hannah Fitzpatrick (CRD# 7456965) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.

15
Roman Korolchuk, financial advisor Columbus OH
Roman Korolchuk
CRD#: 7669860
4111 Worth Ave., #510, Columbus, OH 43219

Roman Korolchuk (CRD# 7669860) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.

16
Benjamin Murray, financial advisor Columbus OH
Benjamin W. Murray
CRD#: 7190572
4111 Worth Ave., #510, Columbus, OH 43219

Benjamin Murray (CRD# 7190572) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.

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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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