Summit Financial Advisors Employee Directory

Summit Financial Advisors corporate office is located in 10900 Wayzata Blvd Ste 830, Minnetonka, Minnesota, 55305, United States and has 1-10 employees.

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Key Employees of Summit Financial Advisors

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Jeffrey Schlic...
Manager, Wealth & Partner
PhoneEmail
KH
Kerrie Haggart...
Para-Planner and Administrator Supervisor
PhoneEmail
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Summit Financial Advisors Global Presence

Location	People at location
North America	1-10
Australia	1-10

Index of contact profiles from Summit Financial Advisors

Hundreds of professionals searching for Summit Financial Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KH
Kerrie Haggarty
Email Direct
Para-Planner and Administrator Supervisor
United States , Minnesota , Minnetonka

JP
Jenny Peacock
Email Direct
Administration Officer
United States , Minnesota , Minnetonka

JS
Jeffrey Schlicht
Email Direct
Manager, Wealth & Partner
United States , Minnesota , Minnetonka

SK
Steven Krueger
Email Direct
Financial Advisor
United States , Minnesota , Minnetonka

CH
Christine Haider
Email Direct
Administrative Assistant
United States , Minnesota , Minnetonka

MS
Matthew Scherer
Email Direct
Wealth Advisor
United States , Minnesota , Minnetonka

LS
Lauren Sleight
Email Direct
IC Non-Reg Support
United States , Minnesota , Minnetonka

Former Employees at Summit Financial Advisors

Explore people who held key positions, contributed to Summit Financial Advisors's success, and advanced their careers.

KK
Ken Kuhnle
Chief Financial Office... at Vantage Point Retireme...
Worked as President
at Summit Financial Advisors
Email Direct
TL
Taylee Lydon
HR Officer at Glencore Technology
Worked as Receptionist
at Summit Financial Advisors (2018-2019)
Email Direct

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Frequently Asked Questions Regarding Summit Financial Advisors Employees

How many employees does Summit Financial Advisors have?

Summit Financial Advisors has 1-10 employees

Who are Summit Financial Advisors key employees?

Some of Summit Financial Advisors key employees are Jeffrey Schlicht, Kerrie Haggarty

Where is Summit Financial Advisors located?

Summit Financial Advisors’s headquarters are located at 10900 Wayzata Blvd Ste 830, Minnetonka, Minnesota, 55305, United States

How do I contact Summit Financial Advisors?

Summit Financial Advisors Contact Info: Phone number: (651) 583-7290 Website: www.summitadvisorsmn.com

What does Summit Financial Advisors do?

Summit Financial Advisors is an independent wealth management firm offering our clients dedicated advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to meet the changing needs of successful individuals, families, and business owners.... Read More

Is Summit Financial Advisors a public company?

Summit Financial Advisors is private company therefore does not currently have an official ticker symbol

See more information about Summit Financial Advisors Employees