Summit Investment Advisory Services Inc
Legal Name: SUMMIT INVESTMENT ADVISORY SERVICES, INC.
Full Contact Details
Summit Investment Advisory Services Inc
3065 CENTER POINTE DRIVE, SUITE 2, ROSEVILLE, MN
651-490-2939
651-490-7569
Other Info
Summit Investment Advisory Services, Inc. is a Minnesota corporation with six employees, all of whom are in advisory roles. While the number of clients served is unknown, the firm's SEC status is listed as approved, with registration dating back to June 9, 2017.
Finance & Investment Mgmt | Summit Investment Advisors MN
We provide financial planning and asset management services throughout MN and surrounding states, ensuring every investment decision is an informed one.
Direct Owners
-
NATHAN ANDREW KRAMPE
INVESTMENT ADVISER REPRESENTATIVE owns more than 10% but less than 25%
-
RUSSELL DAVID ROGERS
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
SCOTT EDWARD CASKEY
OWNER owns more than 5% but less than 10%
-
SEAN PATRICK MCDERMOTT
CEO/PRESIDENT owns 75% or more
-
SUMMIT ADVISORS, INC.
OWNER owns 75% or more
Indirect Owners
-
SEAN PATRICK MCDERMOTT
OWNER owns 75% or more