Arlington Heights, IL Office

Team
Updated today

Client AUM

$23,488,252,374

Clients

17,809

Advisors

3

Of 218 advisors across 80 offices

Location

1650 N. Arlington Heights, Suite 204

Arlington Heights IL 60004

Advisors at this office

3

Advisors at this office

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Dennis R

Series 66

Arlington Heights, IL

Summit Financial, LLC

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments 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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Jack L

Series 66

Arlington Heights, IL

Summit Financial, LLC

Jack Long is a financial advisor with Summit Financial, LLC and holds a Series 66 designation. He has recently started his career in the industry, gaining experience with Summit Financial and affiliated firms since 2025. Prior to his advisory roles, he has work experience outside finance, including a position at Landmark Exteriors and education at Auburn University. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management, serving about 17,800 clients through 216 advisors. The firm offers a range of investment advisory, portfolio management, and retirement plan services with both discretionary and consultative approaches.

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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Richard B

ChFC®, Series 63, Series 65

Arlington Heights, IL

Summit Financial, LLC

Richard Babjak Jr. is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Summit Financial in 2024, he worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also involved in a separate business venture, Arlington Ventures. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

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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