Jason Glisczynski
Advisor at Summit Financial, LLC
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.
Advisor at Summit Financial, LLC
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.
Location
Stevens Point, WI 54481
Credentials
CFP®, Series 66
Industry experience
18 years
Jason Glisczynski is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2024. He previously worked at Brookstone Capital Management for 16 years and Silvertree LLC. Outside of advisory work, he is a 33% owner of IntelliRent, LLC, where he is involved in property management and maintenance for student rentals. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a combination of discretionary managed portfolios and advisor-directed programs, managing approximately $15 billion in client assets as of the end of 2024.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
Some Financial Advisors may charge flat fees for advisory or consulting services, negotiated individually.
Commissions earned by Financial Advisors from insurance and brokerage activities separate from advisory services.
Account minimum: $100,000 (for TDS Managed Portfolios, waivable); no minimum for SAA, APM, or FMA programs; TPMs have minimums ranging from $25,000 to $1,000,000, subject to negotiation. Minimum fee: Annual Account Maintenance charge of $120 per year billed monthly or quarterly. Fee-only: Financial planning fees generally range from $2,000 to $25,000 depending on complexity; negotiable and paid in advance.
2715 Post Road, Suite A
Stevens Point, WI 54481
Wisconsin
Summit Financial, LLC
2024 - Present (2 years)
Silvertree LLC
2018 - Present (8 years)
Brookstone Capital Management
2008 - 2024 (16 years)
Gliczynski & Associates, Inc.
2004 - 2017 (13 years)
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