SUMMIT PLANNING GROUP LLC

CRD #139519 SEC #801-72951 GREEN BAY, WI 920-884-9000

SEC Registered

Total AUM

$488.4M

Discretionary

$488.4M

Employees

Clients

Accounts

2,551

Firm Details

Organization Type: Limited Liability Company
State of Formation: Wisconsin
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 22, 2019
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	NA	Control
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
NOEL, SHARON, ANN	I	CHIEF COMPLIANCE OFFICER	NA
TULIG, DAVID, ANTHONY	I	FINANCIAL ADVISOR ASSOCIATE	NA
TULIG, DAVID, ANTHONY	I	FINANCIAL ADVISOR ASSOCIATE	NA
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
ACH INVESTMENTS, INC	DE	CO-OWNER	C
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	VICE PRESIDENT OF CLIENT SERVICES	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
DEMEUSE, DAVID, JOHN	I	MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	VICE PRESIDENT OF MARKETING AND CHIEF COMPLIANCE OFFICER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	CCO, MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	C	Control
HICKS, ALAN, CRAIG	I	MANAGING MEMBER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LAWRENCE R LINDSLEY, CFP INC.	DE	CO-OWNER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	PRESIDENT	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
LINDSLEY, LAWRENCE, RICHARD	I	MANAGING MEMBER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI VI, LLC	DE	CO-OWNER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	VICE PRESIDENT OF INTERNAL OPERATIONS	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
REVOLINSKI, LEE, SYLVESTER	I	MANAGING MEMBER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control
VALUE-ADDED, INC	DE	CO-OWNER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
DEMEUSE, DAVID, JOHN	I	VALUE-ADDED, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
HICKS, ALAN, CRAIG	I	ACH INVESTMENTS, INC	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
LINDSLEY, LAWRENCE, RICHARD	I	LAWRENCE R LINDSLEY, CFP INC.	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control
REVOLINSKI, LEE, SYLVESTER	I	REVOLINSKI VI, LLC	E	Control

Registrations

Federal

Mar 22, 2019 REGISTERED

Notice Filings (7)

AZ CO FL MI MN TX WI

Address

3071 VOYAGER DRIVE
SUITE A
GREEN BAY, WI 54311
United States

Phone: 920-884-9000