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Hunter B

Series 65

Edmond, OK

Summit Financial, LLC

Hunter Burnett is a financial advisor at Summit Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Baker Group LP and the University of Oklahoma. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Ralph B

Series 63, Series 65

Edmond, OK

Summit Financial, LLC

Ralph Burnett is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously operated Burnett Financial Group, Inc since 2004. Burnett is a shareholder in Valor Bank and is involved in managing a hunting ranch property in Guthrie, Oklahoma. 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 advisory services, including investment management, financial planning, and retirement plan advisory, with a mix of discretionary and consultative platforms.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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