SUMMIT PLANNING GROUP LLC of GREEN BAY, WI is an SEC-registered investment adviser (CRD 139519). Regulatory assets under management: $488.4M.
| Name | Role | Location |
|---|---|---|
| LINDSLEY LAWRENCE RICHARD | MANAGING MEMBER; PRESIDENT | — |
| HICKS ALAN CRAIG | CCO, MANAGING MEMBER; MANAGING MEMBER; PRESIDENT (+1 more) | — |
| DEMEUSE DAVID JOHN | MANAGING MEMBER; PRESIDENT; VICE PRESIDENT OF CLIENT SERVICES | — |
| REVOLINSKI LEE SYLVESTER | MANAGING MEMBER; PRESIDENT; VICE PRESIDENT OF INTERNAL OPERATIONS | — |
| TULIG DAVID ANTHONY | FINANCIAL ADVISOR ASSOCIATE | — |
| NOEL SHARON ANN | CHIEF COMPLIANCE OFFICER | — |