Summit Pointe Financial Employee Directory

Q: What is Summit Pointe Financial known for?

Summit Pointe Financial was founded in 1997. Summit Pointe Financial operates in the Financial Services industry.

Q: How many employees does Summit Pointe Financial have currently?

Summit Pointe Financial has approximately 13 employees.

Financial ServicesUnited States11-50 Employees

While helping you customized financial program, we will walk you through a step-by-step process that can help you make confident decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.

Find Summit Pointe Financial employees' phone numbers or email addresses

Summit Pointe Financial Global Highlights

North America
19

United States Of America
19

Summit Pointe Financial's Leadership

C. H.
President
Mobile Phone
Email
C. H.
President
Mobile Phone
Email
S. G.
Partner -Strategy Based Financial Planner
Mobile Phone
Email
B. R.
Partner
Mobile Phone
Email
A. F.
Marketing Director (contract)
Mobile Phone
Email
K. K.
Director Of Operations / Financial Advisor
Mobile Phone
Email
D. T.
Private Wealth Manager
Mobile Phone
Email
I. J. T.
Financial Advisor
Mobile Phone
Email

Contact profiles from Summit Pointe Financial

Name

Title

Contact Info

Location

Last Update

C. H.
President
Mobile Phone
Email
United States
Sep 12, 2025
S. G.
Partner -Strategy Based Financial Planner
Mobile Phone
Email
United StatesMissouri
Oct 23, 2025
B. R.
Partner
Mobile Phone
Email
United StatesMissouri
Oct 17, 2024
C. H.
President
Mobile Phone
Email
United StatesMissouri
Feb 24, 2024
A. F.
Marketing Director (contract)
Mobile Phone
Email
United StatesMissouri
Nov 12, 2025
K. K.
Director Of Operations / Financial Advisor
Mobile Phone
Email
United StatesKansas
Nov 10, 2025
D. T.
Private Wealth Manager
Mobile Phone
Email
United StatesKansas
Mar 26, 2025
I. J. T.
Financial Advisor
Mobile Phone
Email
United StatesKansas
Oct 23, 2025
N. B.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Sep 11, 2025
J. S.
Financial Advisor
Mobile Phone
Email
United StatesMissouri
Oct 26, 2025

Frequently Asked Questions

What is Summit Pointe Financial known for?

Summit Pointe Financial was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 2641 NE McBaine Dr, Lees Summit, Missouri 64064, US; you can contact the main corporate office by phone at

+1-816-525-****

. Explore Summit Pointe Financial's company overview page for more information.

What is Summit Pointe Financial's most common email format?

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

How many employees does Summit Pointe Financial have currently?

Summit Pointe Financial has approximately 13 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Summit Pointe Financial's key employees and leadership?

As of October 2025, Summit Pointe Financial's key employees include:

President: C. H.
President: C. H.
Partner -Strategy Based Financial Planner: S. G.
Partner: B. R.
Marketing Director (contract): A. F.

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