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Emily Ann Messegee

SUMMIT WEALTH ADVISORS, INC.·FRISCO, Colorado
Clean recordSUMMIT WEALTH ADVISORS, INC.
610 MAIN STREET, SUITE 15, FRISCO, CO 80443CRD# 5381577Firm CRD# 288746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Ann Messegee · FRISCO, CO
Registration
CRD #5381577 · SUMMIT WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Emily Ann Messegee is a registered financial advisor based in FRISCO, Colorado, affiliated with SUMMIT WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT WEALTH ADVISORS, INC.
SUMMIT WEALTH ADVISORS, INC.
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUMMIT WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5381577
Firm CRD# 288746
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emily Ann Messegee offer?
Emily Ann Messegee specializes in Financial Planning, Investment Management. Contact their office in FRISCO, Colorado for a consultation.
What are Emily Ann Messegee's credentials?
Emily Ann Messegee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Ann Messegee located?
Emily Ann Messegee is based in FRISCO, Colorado, working with SUMMIT WEALTH ADVISORS, INC.. Their office serves clients in the FRISCO metropolitan area and surrounding communities.
How does Emily Ann Messegee charge for services?
Emily Ann Messegee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH ADVISORS, INC.?
SUMMIT WEALTH ADVISORS, INC. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT WEALTH ADVISORS, INC.

Robert Fred Lau
FRISCO, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
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Research
Advisor Fees in ColoradoNational Fee Analysis
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