What departments does Summit Investment Advisors have?

Summit Investment Advisors has employees across 3 departments including Finance, Consultant, Marketing.

What is the largest department at Summit Investment Advisors?

The largest department at Summit Investment Advisors is Finance with 2 employees.

Where are Summit Investment Advisors employees located globally?

Summit Investment Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Summit Investment Advisors's team size changed over time?

Summit Investment Advisors's team has remained stable from approximately 12 to 12 employees based on available data.

Learn more at LeadIQ.com

Summit Investment Advisors Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Summit Investment Advisors is a comprehensive financial advisory firm serving clients primarily in Minnesota and Florida. We put our clients first through an integrated approach that combines retirement income planning, investment management, and tax planning. Our client education, proactive tax strategies, and white-glove service, helps us build genuine partnerships with our clients and lets them retire with confidence and peace of mind.

Find Summit Investment Advisors employees' phone numbers or email addresses

Summit Investment Advisors Global Highlights

North America
19

United States Of America
19

Summit Investment Advisors's Leadership

S. M.
President, Certified Financial Planner
Mobile Phone
Email
B. C.
Wealth Advisor And Partner
Mobile Phone
Email
J. L.
Managing Partner
Mobile Phone
Email
R. R.
Partner
Mobile Phone
Email
S. B.
Director Of Client Services
Mobile Phone
Email
K. R.
Director Of First Impression
Mobile Phone
Email
J. S.
Senior Client Service Associate
Mobile Phone
Email
S. C.
Wealth Advisor
Mobile Phone
Email

Summit Investment Advisors Employee Metrics

100%

50%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other

Contact profiles from Summit Investment Advisors

Name

Title

Contact Info

Location

Last Update

M. C.
Investment Advisor Representative
Mobile Phone
Email
United StatesColorado
Aug 01, 2025
V. R.
Sales And Marketing Specialist
Mobile Phone
Email
United StatesMinnesota
Sep 15, 2024

Frequently Asked Questions

What is Summit Investment Advisors known for?

Summit Investment Advisors operates in the Financial Services industry. The company's main headquarters is located in 3065 Centre Pointe Drive Suite 2 Roseville, Minnesota 55113 United States; you can contact the main corporate office by phone at

+1-651-490-****

. Explore Summit Investment Advisors's company overview page for more information.

What is Summit Investment Advisors's most common email format?

Summit Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Investment Advisors email formats with LeadIQ.

How many employees does Summit Investment Advisors have currently?

Summit Investment Advisors has approximately 15 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Summit Investment Advisors's key employees and leadership?

As of April 2026, Summit Investment Advisors's key employees include:

President, Certified Financial Planner: S. M.
Wealth Advisor And Partner: B. C.
Managing Partner: J. L.
Partner: R. R.
Director Of Client Services: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.