Summit Financial Group
Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: summit.nm.com
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Verified contacts
33
available on Kipplo
LinkedIn employees
44
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- BS
Brad Stewart
Partner & Wealth Management Advisor · Sales & Business Development
EmailPhone - RK
Ryan K. Dix
Partner & Private Wealth Advisor · Finance & Accounting
EmailPhone - AM
Anthony Moore
Private Wealth Advisor · Finance & Accounting
EmailPhone - LO
Lori Oetting
Client Service Manager · Customer/Client Service
EmailPhone - PB
Paul Baker
Private Wealth Advisor · Finance & Accounting
EmailPhone - DS
Dawn Steveson
Insurance Operations Associate · Operations
EmailPhone - KG
Korey Grow
Retirement Plan Specialist · Finance & Accounting
EmailPhone - LM
Laura Mongon
Retirement Plan Specialist · Finance & Accounting
EmailPhone - MB
Mark Boyd
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Summit Financial Group
18 distinct titles indexed · top 10 shown.
- 4retirement plan specialist
- 3director of operations
- 3partner private wealth advisor
- 2financial advisor
- 2marketing manager
- 2partner private wealth advisor, estate & business planning specialist
- 2private wealth advisor
- 1associate financial representative
- 1chairman
- 1client service manager
- +8more titles
Sign up to unlock all 33 contacts at Summit Financial Group
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