Summit X

Summit X (CRD# 282502) is a financial advisory firm headquartered in Chesterfield, MO. They manage $108,816,000 in 916 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $118,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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.

FL, IL, LA, MO, TX

Financial Advisors at Summit X
Showing 1 - 10 of 10 top financial advisors.
1
William O. Woody
CRD#: 472586
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
96
Wealthminder
score

William Woody (CRD# 472586) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 33 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
Allison M. Fuehne
CRD#: 5375056
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
93
Wealthminder
score

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

3
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 X in Chesterfield, MO and has over 14 years of experience in the finance industry.

4
Kurt T. Propst
CRD#: 4621108
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
93
Wealthminder
score

Kurt Propst (CRD# 4621108) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 14 years of experience in the finance industry.

5
Carlton J. Dick
CRD#: 5639545
16020 Swingley Ridge Road, Suite 110, Chesterfield, MO 63005
90
Wealthminder
score

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

6
Deborah K. Edwards
CRD#: 4756052
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
83
Wealthminder
score

Deborah Edwards (CRD# 4756052) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 13 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.

7
Peter J. Donovan
CRD#: 4827771
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
66
Wealthminder
score

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

8
Michael G. Ott
CRD#: 5131748
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
63
Wealthminder
score

Michael Ott (CRD# 5131748) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 11 years of experience in the finance industry.

9
Gary W. Ott
CRD#: 826866
16020 Swingley Ridge Road, Suite 110, Chesterfield, MO 63005
56
Wealthminder
score

Gary Ott (CRD# 826866) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 31 years of experience in the finance industry.

10
Brent Spicuzza
CRD#: 4134728
16020 Swingley Ridge Road, Chesterfield, MO 63017
41
Wealthminder
score

Brent Spicuzza (CRD# 4134728) is an Investment Advisor Representative working at Summit X in Chesterfield, MO and has over 17 years of experience in the finance industry. Brent Spicuzza 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.