Summit Planning Group LLC

Summit Planning Group LLC (CRD# 139519) is a financial advisory firm headquartered in Green Bay, WI. They manage $397,228,000 in 2,299 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    2,299
    ACCOUNTS
  • Average Account Value
    $172,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, CO, FL, MI, TX, WI

Financial Advisors at Summit Planning Group LLC
Showing 1 - 7 of 7 top financial advisors.
1
David J. Demeuse
CRD#: 2413677
3071 Voyager Drive, Suite A, Green Bay, WI 54311
96
Wealthminder
score

David Demeuse (CRD# 2413677) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 24 years of experience in the finance industry. David Demeuse 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
Alan C. Hicks
CRD#: 1540412
3071 Voyager Drive, Suite A, Green Bay, WI 54311
96
Wealthminder
score

Alan Hicks (CRD# 1540412) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 30 years of experience in the finance industry. Alan Hicks 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
Lawrence R. Lindsley
CRD#: 1736251
3071 Voyager Drive, Suite A, Green Bay, WI 54311
96
Wealthminder
score

Lawrence Lindsley (CRD# 1736251) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 30 years of experience in the finance industry. Lawrence Lindsley 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
Lee S. Revolinski
CRD#: 3132974
3071 Voyager Drive, Suite A, Green Bay, WI 54311
96
Wealthminder
score

Lee Revolinski (CRD# 3132974) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 19 years of experience in the finance industry. Lee Revolinski 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
Eric A. Flick
CRD#: 6151032
3071 Voyager Dr, Suite A, Green Bay, WI 54311
92
Wealthminder
score

Eric Flick (CRD# 6151032) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 4 years of experience in the finance industry. Eric Flick 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
Gideon D. Hicks
CRD#: 6170332
3071 Voyager Drive, Suite A, Green Bay, WI 54311
90
Wealthminder
score

Gideon Hicks (CRD# 6170332) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 4 years of experience in the finance industry.

7
David A. Tulig
CRD#: 6208978
3071 Voyager Drive, Suite A, Green Bay, WI 54311
89
Wealthminder
score

David Tulig (CRD# 6208978) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.