Be advised. This firm is no longer registered.

Summit Planning Group LLC

Summit Planning Group LLC (CRD# 139519) is a financial advisory firm headquartered in Green Bay, WI. They manage $450,022,000 in 2,356 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    2,356
    ACCOUNTS
  • Average Account Value
    $191,011
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
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
No Advisor Found.
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