SUMMIT PLANNING GROUP LLC

GREEN BAY, Wisconsin·6 registered advisors·CRD# 139519
SEC# 801-729510920-884-9000
01

Firm Overview

AUM
$488M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT PLANNING GROUP LLC

6 registered advisors
Alan Craig Hicks
GREEN BAY, Wisconsin
David Anthony Tulig
GREEN BAY, Wisconsin
David John Demeuse
GREEN BAY, Wisconsin
Lawrence Richard Lindsley
GREEN BAY, Wisconsin
Lee Sylvester Revolinski
GREEN BAY, Wisconsin
Sharon Ann Noel
GREEN BAY, Wisconsin
05

Office Locations

GREEN BAY, Wisconsin
6 advisors

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Data sourced from SEC Form ADV filings. SUMMIT PLANNING GROUP LLC (CRD# 139519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.