Unclaimed Profile

Joseph John Docter

SUMMIT CREEK ADVISORS, LLC·MINNEAPOLIS, Minnesota

Clean recordSUMMIT CREEK ADVISORS, LLC

120 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402CRD# 4352467Firm CRD# 135496

Profile Verification

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

Identity

Joseph John Docter · MINNEAPOLIS, MN

Registration

CRD #4352467 · SUMMIT CREEK ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph John Docter is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with SUMMIT CREEK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SUMMIT CREEK ADVISORS, LLC

SUMMIT CREEK ADVISORS

AUM

$763M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMIT CREEK ADVISORS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4352467

Firm CRD# 135496

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph John Docter offer?

Joseph John Docter specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Joseph John Docter's credentials?

Joseph John Docter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph John Docter located?

Joseph John Docter 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 Joseph John Docter charge for services?

Joseph John Docter'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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