Summit Wealth Management Group, Inc
We provide objective financial planning and investment advice, based on a thorough understanding of clients' unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals. The financial consultants of Summit Wealth Management Group are registered representatives with and securities offered through LPL Financial, Member SIPC (sipc.org). Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
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Monthly traffic
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CZ
Christina Zins
Wealth Advisor · Finance & Accounting
EmailPhone - JJ
Jerry J. Zins
Certified Financial Plannertm Registered Investment Advisor Representative (Iar) · Other
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Summit Wealth Management Group, Inc
4 distinct titles indexed · top 4 shown.
- 1administrative manager
- 1certified financial plannertm registered investment advisor representative (iar)
- 1client services associate
- 1wealth advisor
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