Summit Professional Advisors, LLC

Summit Professional Advisors, LLC (CRD# 154777) is a financial advisory firm headquartered in Idaho Falls, ID. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
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.

ID

Financial Advisors at Summit Professional Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bruce L. Denney
CRD#: 5852368
3400 Merlin, Idaho Falls, ID 83404
93
Wealthminder
score

Bruce Denney (CRD# 5852368) is an Investment Advisor Representative working at Summit Professional Advisors, LLC in Idaho Falls, ID and has over 6 years of experience in the finance industry.

2
Daniel R. Miller
CRD#: 6261964
3400 Merlin, Idaho Falls, ID 83404
89
Wealthminder
score

Daniel Miller (CRD# 6261964) is an Investment Advisor Representative working at Summit Professional Advisors, LLC in Idaho Falls, ID and has over 3 years of experience in the finance industry.

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