AdvisorOS Directory
Claim Profile
Unclaimed Profile
RR

Russell David Rogers

SUMMIT INVESTMENT ADVISORY SERVICES, LLC·ROSEVILLE, Minnesota
SIE, Series 7, Series 24, Series 66CFPClean record14 years registeredSUMMIT INVESTMENT ADVISORY SERVICES, LLC
3065 CENTER POINTE DRIVE, ROSEVILLE, MN 55113CRD# 5390538Firm CRD# 168594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell David Rogers · ROSEVILLE, MN
Registration
CRD #5390538 · SUMMIT INVESTMENT ADVISORY SERVICES, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT INVESTMENT ADVISORY SERVICES
Feb 2015 – present
LPL FINANCIAL LLC
Oct 2011 – present
LPL FINANCIAL LLC
Jan 2014 – Jan 2016
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · October 11, 2011
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594 · SEC 801-110650
AUM
$562M
Regulatory assets under management
Employees
12
2,243 client accounts
Services offered by SUMMIT INVESTMENT ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC →
Introduction

Speak with Russell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Russell is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROSEVILLE?

Browse all registered financial advisors in ROSEVILLE, Minnesota or claim this profile if it's yours.

Browse ROSEVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Russell David Rogers offer?
Russell David Rogers specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, Minnesota for a consultation.
What are Russell David Rogers's credentials?
Russell David Rogers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Russell David Rogers located?
Russell David Rogers is based in ROSEVILLE, Minnesota, working with SUMMIT INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Russell David Rogers charge for services?
Russell David Rogers'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 INVESTMENT ADVISORY SERVICES, LLC?
SUMMIT INVESTMENT ADVISORY SERVICES, LLC has approximately 12 employees and manages $562M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC

Brian Jeremy Carlson
ROSEVILLE, MN
CFP
Scott Edward Caskey
ROSEVILLE, MN
CFP
Nathan Andrew Krampe
ROSEVILLE, MN
CFP
Sean Patrick Mcdermott
ROSEVILLE, MN
CFP

More Advisors in ROSEVILLE, Minnesota

Brian Michael Reilly
EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, MN
Pamela Kay Reinitz Ziermann
EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, MN
David Paul Holleran
EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, MN
Ryan W Miles
EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile