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David John Demeuse

SUMMIT PLANNING GROUP LLC·GREEN BAY, Wisconsin
Unclaimed Profile
3071 VOYAGER DRIVE, GREEN BAY, WI 54311CRD# 2413677Firm CRD# 139519
01

About

David John Demeuse is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with SUMMIT PLANNING GROUP LLC. 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
03

Firm Overview

Firm
SUMMIT PLANNING GROUP LLC
SUMMIT PLANNING GROUP LLC
AUM
$488M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SUMMIT PLANNING GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2413677
Firm CRD# 139519
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David John Demeuse offer?
David John Demeuse specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are David John Demeuse's credentials?
David John Demeuse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Demeuse located?
David John Demeuse is based in GREEN BAY, Wisconsin, working with SUMMIT PLANNING GROUP LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.
How does David John Demeuse charge for services?
David John Demeuse's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PLANNING GROUP LLC?
SUMMIT PLANNING GROUP LLC has approximately 12 employees and manages $488M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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