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
Sheridan, MT
Credentials
Series 63, Series 65
Industry experience
4 years
Peter Anderson is a financial advisor at Summit Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Clarity Capital Partners, Pathwise Group, NYLIFE Securities LLC, New York Life, and MVI. Outside of advisory work, he serves as CFO of Ruby Dell Ranch and is involved in agent support and CFO consulting at Fit Concepts LLC. 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 and non-discretionary investment management programs and reported approximately $15 billion in client assets as of December 2024.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
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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.
Sheridan, MT
Montana
Summit Financial, LLC
2025 - Present (1 year)
Clarity Capital Partners
2023 - 2025 (2 years)
Pathwise Group
2021 - 2025 (4 years)
Pathwise, LLC d/b/a Pathwise Partners
2019 - 2021 (2 years)
NYLIFE Securities LLC
2019 - 2021 (2 years)
New York Life
2018 - 2021 (3 years)
MVI
2015 - 2018 (3 years)
Montana Valley Irrigation
2015 - 2018 (3 years)
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