Unclaimed Profile

David Anthony Tulig

SUMMIT PLANNING GROUP LLC·GREEN BAY, Wisconsin

SIE, Series 6, Series 63, Series 65CFPClean record12 years registeredSUMMIT PLANNING GROUP LLC

3071 VOYAGER DRIVE, GREEN BAY, WI 54311CRD# 6208978Firm CRD# 139519

Profile Verification

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

Identity

David Anthony Tulig · GREEN BAY, WI

Registration

CRD #6208978 · SUMMIT PLANNING GROUP LLC · 12 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Apr 2019 – present

SUMMIT PLANNING GROUP LLC

Jun 2014 – Apr 2019

GREEN BAY, WI

LPL FINANCIAL LLC

Feb 2014 – Dec 2014

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · February 21, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT PLANNING GROUP LLC

CRD 139519 · SEC 801-72951

AUM

$488M

Regulatory assets under management

Employees

2,551 client accounts

Services offered by SUMMIT PLANNING GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT PLANNING GROUP LLC →

Introduction

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Frequently Asked Questions

What services does David Anthony Tulig offer?

David Anthony Tulig specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are David Anthony Tulig's credentials?

David Anthony Tulig holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Anthony Tulig located?

David Anthony Tulig 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 Anthony Tulig charge for services?

David Anthony Tulig'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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