Stevens Point, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Summit Financial, LLC
Multi-team
Firm-wide stats for Summit Financial, LLC
About
Summit Financial, LLC is an SEC‑registered, multi‑team advisory firm with about $26.35 billion in assets under management, 216 advisors and roughly 17,800 clients. It provides investment advisory and portfolio management programs (including Summit Managed Portfolios, Strategic Asset Allocation, APM/FMA and third‑party manager platforms), financial planning, retirement plan advisory (3(21) and 3(38) services), access to alternative investments and variable annuities.
The firm operates a mix of discretionary and consultative services: the Investment Management Committee has discretionary authority over the Managed Portfolios, while programs such as SAA and the SEI Mutual Fund Portfolios are structured to require client approval for trades and emphasize advisor‑led monitoring. Financial Advisors may customize allocations using third‑party managers and unified platforms, and Summit supports held‑away retirement account management via a Pontera connection; advisors may also provide brokerage or insurance products through affiliated or unaffiliated firms.
Distinctive for a firm of its scale, Summit maintains a substantial non‑discretionary/consultative platform alongside its discretionary offerings, with explicit disclosures that many accounts require client trade approvals or are subject to outside monitoring. The brochure also discloses multiple ownership and referral relationships (including ties to Merchant entities, the Persimmon Long/Short Equity I Fund, bank referral arrangements with Waterfall and Fieldpoint, and LSS referral fees), which the firm identifies as potential conflicts addressed through disclosure and supervisory procedures.
Based on Summit Financial, LLC
Expertise
Based on Summit Financial, LLC
Location
2715 Post Road, Suite A
Stevens Point WI 54481
Advisors at this office
4
Advisors at this office
Jonathan S
Series 65
Stevens Point, WI
Summit Financial, LLC
Jonathan Steffen is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 65 designation. He has previously worked at Silvertree, LLC and Brookstone Capital Management. Outside of advising, he is involved in business consulting on tax savings strategies and offers insurance products as a licensed broker. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory services, including discretionary and consultative portfolio management programs, financial planning, and access to alternative investments.
Adam R
Series 63, Series 65
Stevens Point, WI
Summit Financial, LLC
Adam Ranum is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Powertek, and affiliated Northwestern Mutual firms. Summit Financial 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, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.
Jeremy S
CFP®, Series 63
Stevens Point, WI
Summit Financial, LLC
Jeremy Schoenherr is a CFP® professional with five years of industry experience. He is currently with Summit Financial, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is also affiliated with the Stratford School District. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.
Jason G
CFP®, Series 66
Stevens Point, WI
Summit Financial, LLC
Jason Glisczynski is a CFP® with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at Silvertree LLC and Brookstone Capital Management. Outside of advisory work, he is a 33% owner of IntelliRent, LLC, a student rental property business where he is involved in property management and maintenance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving 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.
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