Summit Financial Consultants, Inc. is a federal Registered Investment Advisor (RIA). Summit may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. We are providing this website for informational purposes only and it should not be considered personalized investment advice or a recommendation to buy or sell any types of securities, which can only be provided in one-on-one communications.
Any communications with prospective clients residing in states or international jurisdictions where Summit and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Registration with the SEC and/or other jurisdictions does not imply any level of skill or training.
Securities offered through Triad Advisors, LLC - Member FINRA/SIPC. Advisory Services offered through Summit Financial Consultants, Inc. a Registered Investment Advisor. Triad Advisors, LLC is under separate ownership from any other named entity.
