# SUMMIT PLANNING GROUP LLC

SUMMIT PLANNING GROUP LLC of GREEN BAY, WI is an SEC-registered investment adviser.

## Registration

- CRD: 139519
- Type: SEC-registered investment adviser
- SEC file number: 801-72951
- Location: 3071 VOYAGER DRIVE, SUITE A, GREEN BAY, WI, 54311
- Phone: 920-884-9000
- Latest filing: 2019-03-22
- Regulatory AUM: $488.4M
- Discretionary AUM: $488.4M
- Clients: 12
- Accounts: 2,551

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139519/similar
- Related entities: https://search.stillhousedata.com/firm/139519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139519

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.