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).
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Total Assets Under Management562MILLION
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Total Number of Accounts2,243ACCOUNTS
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Average Account Value$250,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MN, NC, NE, NY, TX, WI
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.
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.
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.
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.
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.