Summit Investment Advisors
Financial Services • 
Roseville, Minnesota, United States • 11-20 Employees
Company overview
| Headquarters | 3065 Centre Pointe Drive, Suite 2, Roseville, MN 55113, US |
| Phone number | +16514902939 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Financial Planning, Estate Planning, Certified Financial Planner |
| Employees | 11-20 |
| Socials |
Key Contact at Summit Investment Advisors
Samantha Beavens
Director Of Client Services
Summit Investment Advisors Email Formats
Summit Investment Advisors uses 2 email formats. The most common is {first initial} (e.g., j@summitinvest.com), used 91.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@summitinvest.com | 91.7% |
{first name} | john@summitinvest.com | 8.3% |
About Summit Investment Advisors
Guiding You To Your Summit You can have confidence in our knowledge, passion, and dedication to help you and your loved ones reach the summit! Helping you to discover what financial and life success truly means to you is at the core of our methodology. We formulate a plan to help get you there, partnering with you along the way to assist you with pursuing your goals. It may be easier than you think, especially when you have a solid plan in place. Summit Investment Advisors provides expert wealth management & financial planning services, including: • Wealth Planning • Investment Management • Alternative Investments • Estate Planning • Small Business Planning • Insurance Services • Risk Management Planning • Educational Workshops for families, groups, & businesses. Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to their accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, MI, MN, MO, MT, NC, ND, NE, NY, OH, OR, TX, WA, WI, and WY. Summit Investment Advisory Services LLC (“SIAS”) is a registered investment advisor. SIAS provides investment advisory and related services for clients nationally. SIAS will maintain all applicable registration and licenses as required by the various states in which SIAS conducts business. FINRA: www.finra.org SIPC: www.sipc.org Specialties Wealth Planning, Investment Management, Alternative Investments, Estate Planning, Small Business Planning, Insurance Services, Risk Management Planning, Educational Workshops for families, groups, and businesses.
Summit Investment Advisors revenue & valuation
| Annual revenue | $12,100,000 |
| Revenue per employee | $926,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Summit Investment Advisors has 5 employees across 3 departments.
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Number of employees
Funding Data
Summit Investment Advisors has never raised funding before.
Summit Investment Advisors Tech Stack
Discover the technologies and tools that power Summit Investment Advisors's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Frequently asked questions
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