Unclaimed Profile

Neil Eric Elmouchi

SUMMIT FINANCIAL CONSULTANTS, INC.·WESTLAKE VILLAGE, California

SIE, Series 1, Series 6, Series 7, Series 22, Series 24, Series 31, Series 63, Series 65ChFCClean record27 years registeredSUMMIT FINANCIAL CONSULTANTS, INC.

3075 TOWNSGATE RD., WESTLAKE VILLAGE, CA 91361CRD# 200624Firm CRD# 134192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Neil Eric Elmouchi · WESTLAKE VILLAGE, CA

Registration

CRD #200624 · SUMMIT FINANCIAL CONSULTANTS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Jan 2026 – present

SAGEVIEW ADVISORY GROUP, LLC

Jun 2022 – present

SUMMIT FINANCIAL CONSULTANTS, INC.

Nov 1998 – Dec 2022

WESTLAKE VILLAGE, CA

LPL FINANCIAL LLC

Sep 1998 – Mar 2015

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6

Series 7

Series 22

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · September 11, 1998

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL CONSULTANTS, INC.

CRD 134192 · SEC 801-85186

AUM

$264M

Regulatory assets under management

Employees

659 client accounts

Services offered by SUMMIT FINANCIAL CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT FINANCIAL CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Neil Eric Elmouchi offer?

Neil Eric Elmouchi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Neil Eric Elmouchi's credentials?

Neil Eric Elmouchi holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Neil Eric Elmouchi located?

Neil Eric Elmouchi is based in WESTLAKE VILLAGE, California, working with SUMMIT FINANCIAL CONSULTANTS, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Neil Eric Elmouchi charge for services?

Neil Eric Elmouchi's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL CONSULTANTS, INC.?

SUMMIT FINANCIAL CONSULTANTS, INC. has approximately 9 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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