Corey Kiewiet
Advisor at Summit Financial, LLC — Edina, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
5 years
Location
Edina, MN 55436
Summit Financial, LLC
Multi-team
Corey Kiewiet is a financial advisor with Summit Financial, LLC in Edina, MN, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and ETRADE from Morgan Stanley. He also offers insurance products through multiple companies, earning compensation on sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
Flat fees may be negotiated for other services; portfolio design fee may be charged upfront (amount not included in maximum annual fee).
$0+: Up to 1.50% annually maximum advisory fee (exclusive of program fees, sub-advisory fees, third-party manager fees, platform fees, and other fees) $0+: Additional Pontera platform fee of 0.30% (30 bps) where applicable: 0.25% to Pontera and 0.05% to Summit $0+: $120 annual Account Maintenance charge included in Program Fee, billed monthly or quarterly
Commission-based compensation earned by Financial Advisors in their capacity as insurance agents or broker-dealers for insurance and brokerage products, separate from Summit advisory fees.
Account minimum: $100,000 for TDS Managed Portfolios (waivable at Summit's discretion); no minimum for SAA, APM, or FMA programs; TPM minimums vary $25,000 to $1,000,000 (as per client agreement) Fee-only: Financial planning fees ranging generally from $2,000 to $25,000, payable in advance, negotiable based on complexity and client relationship.
Edina, MN
5201 Eden Avenue
Edina MN 55436
Advisors at this office
3
Minnesota
5 years of industry experience
Summit Financial, LLC
2025 - Present • 1 year
Parsippany, NJ
Northwestern Mutual Wealth Management Company
2024 - 2025 • 1 year
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2024 - 2025 • 1 year
Edina, MN
John Rusciano
2024 - 2025 • 1 year
Edina, MN
John Rusciano
2024 - 2024 • 1 year
Edina, MN
ETRADE from Morgan Stanley
2021 - 2024 • 3 years
Bloomington, MN
Waddell and Reed
2020 - 2021 • 1 year
Edina, MN
BAAAK Inc
2020 - 2021 • 1 year
Saint Louis Park, MN
Bell Bank
2019 - 2020 • 1 year
Fargo, ND
Farmers Insurance
2019 - 2019 • 1 year
Prior Lake, MN
UPS
2018 - 2019 • 1 year
Fargo, ND
YMCA
2014 - 2017 • 3 years
Prior Lake, MN
Student
2013 - 2020 • 7 years
Fargo, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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