Summit Wealth Management, Inc
Summit Wealth Management, Inc. was formed by Douglas L. Schutte, ChFC and Luke J. Buehler in 1996, growing to a multi-generational firm with the later additions of Noah Weinstein and Jacob (Jake) Buehler. We help our clients build and preserve the resources needed to lead more complete and fulfilling lives through in-depth and personalized financial planning. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through NWF Advisory Services, Inc, independent RIA. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see our website for additional information and disclosures.
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Verified contacts
11
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
95
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- DS
Douglas Schutte
Financial Advisor · Finance & Accounting
EmailPhone - EM
Emily Mierzwa
Licensed Sales Assistant · Sales & Business Development
EmailPhone - JB
Jacob Buehler
Financial Advisor · Finance & Accounting
EmailPhone - KH
Kristin Hofgren
Branch Assistant · Operations
EmailPhone - MN
Myron Nordin
Account Executive · Sales & Business Development
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Summit Wealth Management, Inc
7 distinct titles indexed · top 7 shown.
- 3financial advisor
- 2staff accountant payroll clerk
- 1account executive
- 1branch assistant
- 1licensed sales assistant
- 1non-registered assistant
- 1wealth manager
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