Summit Wealth Strategies
Summit Wealth Strategies (CRD# 282502) is a financial advisory firm headquartered in Chesterfield, MO. They manage $790,545,044 in 4,790 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management791MILLION
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Total Number of Accounts4,790ACCOUNTS
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Average Account Value$165,041
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IL, IN, KS, LA, MO, NY, OH, TN, TX, WA
Joseph Curtis (CRD# 5710465) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 14 years of experience in the finance industry.
Carlton Dick (CRD# 5639545) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 11 years of experience in the finance industry.
Peter Donovan (CRD# 4827771) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 19 years of experience in the finance industry.
Deborah Edwards (CRD# 4756052) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 19 years of experience in the finance industry.
Allison Fuehne (CRD# 5375056) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 16 years of experience in the finance industry.
Kayla Nieman (CRD# 4664206) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 20 years of experience in the finance industry.
Gary Ott (CRD# 826866) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 38 years of experience in the finance industry.
Michael Ott (CRD# 5131748) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 17 years of experience in the finance industry.
Kurt Propst (CRD# 4621108) is an Investment Advisor Representative working at Summit Wealth Strategies in Jefferson City, MO and has over 21 years of experience in the finance industry.
Ryan Spalding (CRD# 6311980) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 9 years of experience in the finance industry.