SUMMIT FINANCIAL OF LOUISIANA INC.
Legal name: SUMMIT FINANCIAL WEALTH ADVISORS
CRD #152049 SEC #801-71021 LAFAYETTE, LA 337-232-1141
SEC Registered
Total AUM
$90.1M
Discretionary
$90.1M
Employees
6
Clients
0
Accounts
42
Firm Details
- Organization Type
- Corporation
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 5, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROUSSARD, SUZETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUHON, SUZETTE, BROUSSARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUHON, SUZETTE, BROUSSARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | D | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | D | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | D | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | D | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | D | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | D | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | D | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | D | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | C | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | C | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | C | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | C | Control |
| DANIEL, DAVID, RUSSELL | I | MANAGING PARTNER | C | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | C | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | C | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | C | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | C | Control |
| PHARR, MICHAEL, EDWARD | I | PARTNER | C | Control |
| PHARR, MICHAEL, EDWARD | I | PARTNER | C | Control |
| PHARR, MICHAEL, EDWARD | I | PARTNER | C | Control |
| PHARR, MICHAEL, EDWARD | I | PARTNER | C | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | C | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | C | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | C | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | C | Control |
| WERNER, FRED, GEORGE | I | MANAGING PARTNER | C | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | B | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | B | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | B | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | B | Control |
| LAMBERT, TODD, FARRELL | I | PARTNER | B | Control |
Registrations
Federal
IA
Sep 5, 2012 REGISTERED
Notice Filings (7)
CA CO FL GA LA MS TX
Address
326 HEYMANN BLVDLAFAYETTE, LA 70503
United States
Phone: 337-232-1141