Summit Wealth Strategies

Summit Wealth Strategies (CRD# 282502) is a financial advisory firm headquartered in Chesterfield, MO. They manage $340,215,039 in 2,316 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    2,316
    ACCOUNTS
  • Average Account Value
    $146,898
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
  • 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.

AR, AZ, CA, FL, IL, KS, LA, MO, NJ, NY, PA, SC, TX

Financial Advisors at Summit Wealth Strategies
Showing 1 - 10 of 12 top financial advisors.
1
William O. Woody
CRD#: 472586
2833b E. Battlefield Road, Suite 112, Springfield, MO 65804
96
Wealthminder
score

William Woody (CRD# 472586) is an Investment Advisor Representative working at Summit Wealth Strategies in Springfield, MO and has over 34 years of experience in the finance industry. William Woody 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
Carlton J. Dick
CRD#: 5639545
16020 Swingley Ridge Road, Suite 110, Chesterfield, MO 63005
93
Wealthminder
score

Carlton Dick (CRD# 5639545) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 5 years of experience in the finance industry.

3
Allison M. Fuehne
CRD#: 5375056
2833b E. Battlefield Road, Suite 112, Springfield, MO 65804
93
Wealthminder
score

Allison Fuehne (CRD# 5375056) is an Investment Advisor Representative working at Summit Wealth Strategies in Springfield, MO and has over 10 years of experience in the finance industry.

4
Kayla R. Nieman
CRD#: 4664206
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
93
Wealthminder
score

Kayla Nieman (CRD# 4664206) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 14 years of experience in the finance industry.

5
Kurt T. Propst
CRD#: 4621108
1804 Sw Blvd, Suite B, Jefferson City, MO 65109
93
Wealthminder
score

Kurt Propst (CRD# 4621108) is an Investment Advisor Representative working at Summit Wealth Strategies in Jefferson City, MO and has over 15 years of experience in the finance industry.

6
Nolan J. Komnick
CRD#: 6543606
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
87
Wealthminder
score

Nolan Komnick (CRD# 6543606) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has 1 year of experience in the finance industry.

7
Deborah K. Edwards
CRD#: 4756052
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
86
Wealthminder
score

Deborah Edwards (CRD# 4756052) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 14 years of experience in the finance industry. Deborah Edwards 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.

8
Ryan G. Spalding
CRD#: 6311980
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
70
Wealthminder
score

Ryan Spalding (CRD# 6311980) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 4 years of experience in the finance industry.

9
Peter J. Donovan
CRD#: 4827771
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
51
Wealthminder
score

Peter Donovan (CRD# 4827771) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 13 years of experience in the finance industry. Peter Donovan 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.

10
Michael G. Ott
CRD#: 5131748
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
48
Wealthminder
score

Michael Ott (CRD# 5131748) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 12 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.