SUMMIT INVESTMENT ADVISORY SERVICES, LLC of ROSEVILLE, MN is an SEC-registered investment adviser (CRD 168594). Regulatory assets under management: $745.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Sean Patrick Mcdermott | CEO/PRESIDENT; OWNER | — |
| Christopher Matthew Schurmann | CHIEF COMPLIANCE OFFICER | — |
| MCDERMOTT DEAN PATRICK | CEO/PRESIDENT; OWNER | — |
| ROGERS TIMOTHY DAVID | CHIEF COMPLIANCE OFFICER; OWNER | — |
| KRAMPE NATHAN ANDREW | INVESTMENT ADVISER REPRESENTATIVE | — |
| CASKEY SCOTT EDWARD | OWNER; WEALTH ADVISOR | — |
| CARLSON BRIAN JEREMY | OWNER; WEALTH ADVISOR | — |
| Russell David Rogers | CHIEF COMPLIANCE OFFICER | — |