Summit Investment Advisory Services

Summit Investment Advisory Services (CRD# 168594) is a financial advisory firm headquartered in Roseville, MN. They manage $58,740,949 in 303 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $193,865
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
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.

FL, MN

Financial Advisors at Summit Investment Advisory Services
Showing 1 - 4 of 4 top financial advisors.
1
Nathan A. Krampe
CRD#: 5144185
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
96
Wealthminder
score

Nathan Krampe (CRD# 5144185) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 10 years of experience in the finance industry. Nathan Krampe 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.

2
Joel M. Budd
CRD#: 2020409
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
93
Wealthminder
score

Joel Budd (CRD# 2020409) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 26 years of experience in the finance industry.

3
Russell D. Rogers
CRD#: 5390538
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
93
Wealthminder
score

Russell Rogers (CRD# 5390538) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 9 years of experience in the finance industry.

4
Sean P. McDermott
CRD#: 1980559
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
86
Wealthminder
score

Sean McDermott (CRD# 1980559) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 27 years of experience in the finance industry. Sean McDermott 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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