Summit Investment Advisory Services

Summit Investment Advisory Services (CRD# 168594) is a financial advisory firm headquartered in Roseville, MN. They manage $562,246,190 in 2,243 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113
https://www.summitinvest.com
By the Numbers
  • Total Assets Under Management
    562
    MILLION
  • Total Number of Accounts
    2,243
    ACCOUNTS
  • Average Account Value
    $250,667
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
  • 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, CO, FL, MN, NC, NE, NY, TX, WI

Financial Advisors at Summit Investment Advisory Services
Showing 1 - 5 of 5 top financial advisors.
1
Joel Budd, financial advisor Roseville MN
Joel M. Budd
CRD#: 2020409
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113

Joel Budd (CRD# 2020409) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 34 years of experience in the finance industry.

2
Brian Carlson, financial advisor Roseville MN
Brian J. Carlson
CRD#: 4210497
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113

Brian Carlson (CRD# 4210497) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 23 years of experience in the finance industry.

3
Scott Caskey, financial advisor Roseville MN
Scott E. Caskey
CRD#: 5948473
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113

Scott Caskey (CRD# 5948473) 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.

4
Sean McDermott, financial advisor Roseville MN
Sean P. McDermott
CRD#: 1980559
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113

Sean McDermott (CRD# 1980559) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 34 years of experience in the finance industry.

5
Russell Rogers, financial advisor Roseville MN
Russell D. Rogers
CRD#: 5390538
3065 Center Pointe Drive, Suite 2, Roseville, MN 55113

Russell Rogers (CRD# 5390538) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals