SUMMIT INVESTMENT ADVISORY SERVICES, LLC

SUMMIT INVESTMENT ADVISORY SERVICES
ROSEVILLE, Minnesota·5 registered advisors·CRD# 168594
SEC# 801-1106503(651) 490-2939
01

Firm Overview

AUM
$562M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC

5 registered advisors
Brian Jeremy Carlson
ROSEVILLE, Minnesota
Nathan Andrew Krampe
ROSEVILLE, Minnesota
Russell David Rogers
ROSEVILLE, Minnesota
Scott Edward Caskey
ROSEVILLE, Minnesota
Sean Patrick Mcdermott
ROSEVILLE, Minnesota
05

Office Locations

ROSEVILLE, Minnesota
5 advisors

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Data sourced from SEC Form ADV filings. SUMMIT INVESTMENT ADVISORY SERVICES, LLC (CRD# 168594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.