Summit Wealth Advocates, LLC

Summit Wealth Advocates, LLC (CRD# 151330) is a financial advisory firm headquartered in , . They manage $82,789,355 in 512 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $161,698
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
  • Pension consulting services
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.

MN, TX

Financial Advisors at Summit Wealth Advocates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rebecca J. Botzet
CRD#: 2489327
Prior Lake, MN
96
Wealthminder
score

Rebecca Botzet (CRD# 2489327) is an Investment Advisor Representative working at Summit Wealth Advocates, LLC in Prior Lake, MN and has over 14 years of experience in the finance industry. Rebecca Botzet 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
Jon A. Govin
CRD#: 4641591
Prior Lake, MN
96
Wealthminder
score

Jon Govin (CRD# 4641591) is an Investment Advisor Representative working at Summit Wealth Advocates, LLC in Prior Lake, MN and has over 13 years of experience in the finance industry. Jon Govin 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
Bruce A. Primeau
CRD#: 4324497
Prior Lake, MN
76
Wealthminder
score

Bruce Primeau (CRD# 4324497) is an Investment Advisor Representative working at Summit Wealth Advocates, LLC in Prior Lake, MN and has over 15 years of experience in the finance industry. Bruce Primeau 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.

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