SUMMIT INVESTMENT ADVISORY SERVICES, LLC
Legal name: SUMMIT INVESTMENT ADVISORY SERVICES
CRD #168594 SEC #801-110650 ROSEVILLE, MN (651) 490-2939
SEC Registered
Total AUM
$632.5M
Discretionary
$627.7M
Employees
13
Clients
0
Accounts
2,251
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 12, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, BRIAN, JEREMY | I | OWNER | NA | |
| CARLSON, BRIAN, JEREMY | I | OWNER | NA | |
| CARLSON, BRIAN, JEREMY | I | WEALTH ADVISOR | NA | |
| CARLSON, BRIAN, JEREMY | I | WEALTH ADVISOR | NA | |
| CARLSON, BRIAN, JEREMY | I | WEALTH ADVISOR | NA | |
| CARLSON, BRIAN, JEREMY | I | WEALTH ADVISOR | NA | |
| CARLSON, BRIAN, JEREMY | I | WEALTH ADVISOR | NA | |
| CARLSON, BRIAN, JEREMY | I | OWNER | NA | |
| CARLSON, BRIAN, JEREMY | I | WEALTH ADVISOR | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | WEALTH ADVISOR | NA | |
| CASKEY, SCOTT, EDWARD | I | WEALTH ADVISOR | NA | |
| CASKEY, SCOTT, EDWARD | I | WEALTH ADVISOR | NA | |
| CASKEY, SCOTT, EDWARD | I | WEALTH ADVISOR | NA | |
| CASKEY, SCOTT, EDWARD | I | WEALTH ADVISOR | NA | |
| CASKEY, SCOTT, EDWARD | I | OWNER | NA | |
| CASKEY, SCOTT, EDWARD | I | WEALTH ADVISOR | NA | |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Schurmann, Christopher, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Schurmann, Christopher, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Schurmann, Christopher, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | CEO/PRESIDENT | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS HOLDCO, LLC | DE | HOLDING COMPANY | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| SUMMIT ADVISORS, INC. | DE | OWNER | E | Control |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| KRAMPE, NATHAN, ANDREW | I | INVESTMENT ADVISER REPRESENTATIVE | B | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| CASKEY, SCOTT, EDWARD | I | OWNER | A | |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ROGERS, RUSSELL, DAVID | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CARLSON, BRIAN, JEREMY | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| CASKEY, SCOTT, EDWARD | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| ROGERS, RUSSELL, DAVID | I | SUMMIT ADVISORS, INC. | F | |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| MCDERMOTT, SEAN, PATRICK | I | SUMMIT ADVISORS, INC. | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
| SUMMIT ADVISORS, INC. | DE | SUMMIT ADVISORS HOLDCO, LLC | E | Control |
Registrations
Federal
IA
Mar 12, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL MI MN NC NE NJ NY TX WI
Address
3065 CENTER POINTE DRIVESUITE 2
ROSEVILLE, MN 55113
United States
Phone: (651) 490-2939