Summit View Wealth Management
Summit View is a fiduciary financial services firm. Our team helps individuals and families reach their unique financial goals through financial education and a clear-cut advisory process. We offer fee-only financial planning to guide you to success today and throughout the rest of your life. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Summit View Wealth Management, LLC and Cambridge are not affiliated.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
21
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- KN
Kacey Northrup Mills
Lead Advisor · General Business & Management
EmailPhone - KC
Kevin Callahan
Financial Advisor · Finance & Accounting
EmailPhone - BT
Brad Tiche
Retirement Income Specialist and Purposeful Retirement Coach · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Summit View Wealth Management
4 distinct titles indexed · top 4 shown.
- 1financial advisor
- 1lead advisor
- 1retirement income specialist and purposeful retirement coach
- 1vp operations
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