Summit Pointe Financial logo
VerifiedFinancial Services· Founded 1997

Summit Pointe Financial

While helping you customized financial program, we will walk you through a step-by-step process that can help you make confident decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.

7-day free trial · no credit card

HeadquartersLees Summit, United StatesEmployees12(11 to 50)Founded year1997Websitesptfg.comLinkedIn profileLinkedIn

Verified contacts

14

available on Kipplo

LinkedIn employees

12

11 to 50 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

0

tools in use

Monthly traffic

289

organic / mo

Sign up free to see all 14 verified contacts at Summit Pointe Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

14 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Summit Pointe Financial

7 distinct titles indexed · top 7 shown.

  • 5financial advisor
  • 2director of operations financial advisor
  • 2private wealth manager
  • 1insurance financial professional
  • 1partner
  • 1partner -strategy based financial planner
  • 1president

Sign up to unlock all 14 contacts at Summit Pointe Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 14 verified contacts at Summit Pointe Financial

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Summit Pointe Financial | Kipplo Discover