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John David Crowther

SUMMIT CREEK ADVISORS, LLC·MINNEAPOLIS, Minnesota
SIE, Series 7, Series 63, Series 86, Series 87CFAClean record6 years registeredSUMMIT CREEK ADVISORS, LLC
120 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402CRD# 4670989Firm CRD# 135496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Crowther · MINNEAPOLIS, MN
Registration
CRD #4670989 · SUMMIT CREEK ADVISORS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT CREEK ADVISORS
Mar 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 86
Series 87
Registration record
First registered · March 14, 2020
Years registered · 6
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT CREEK ADVISORS, LLC
CRD 135496 · SEC 801-70380
AUM
$763M
Regulatory assets under management
Employees
8
34 client accounts
Services offered by SUMMIT CREEK ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SUMMIT CREEK ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John David Crowther offer?
John David Crowther specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are John David Crowther's credentials?
John David Crowther holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John David Crowther located?
John David Crowther is based in MINNEAPOLIS, Minnesota, working with SUMMIT CREEK ADVISORS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does John David Crowther charge for services?
John David Crowther's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT CREEK ADVISORS, LLC?
SUMMIT CREEK ADVISORS, LLC has approximately 8 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT CREEK ADVISORS, LLC

Joseph John Docter
MINNEAPOLIS, MN
Adam Nathan Benson
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