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Summit Pointe Financial Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Summit Pointe Financial is a financial services company based in Lees Summit, Missouri. The firm helps clients establish goals and tailor strategies to align with their vision and objectives. Securities are offered through The O.N. Equity Sales Company (FINRA/SIPC), and investment advisory services are provided through O.N. Investment Management Company. The company employs 11-50 people and maintains a website at https://sptfg.com.

Find Summit Pointe Financial employees' phone numbers or email addresses

Summit Pointe Financial Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Summit Pointe Financial's Leadership

  • President at Summit Pointe Financial
    C. H.
    President
    Mobile Phone
  • President at Summit Pointe Financial
    C. H.
    President
    Mobile Phone
  • President at Summit Pointe Financial
    C. H.
    President
    Mobile Phone
  • Partner -Strategy Based Financial Planner at Summit Pointe Financial
    S. G.
    Partner -Strategy Based Financial Planner
    Mobile Phone
  • Partner at Summit Pointe Financial
    B. R.
    Partner
    Mobile Phone
  • Director Of Operations / Financial Advisor at Summit Pointe Financial
    K. K.
    Director Of Operations / Financial Advisor
    Mobile Phone
  • Private Wealth Manager at Summit Pointe Financial
    D. T.
    Private Wealth Manager
    Mobile Phone
  • Financial Advisor at Summit Pointe Financial
    I. J. T.
    Financial Advisor
    Mobile Phone

Summit Pointe Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Summit Pointe Financial

Name
Title
Contact
Location
Last Update
  • President at Summit Pointe Financial
    C. H.
    President
    Mobile Phone
    United States
    Jan 28, 2026
  • Partner -Strategy Based Financial Planner at Summit Pointe Financial
    S. G.
    Partner -Strategy Based Financial Planner
    Mobile Phone
    United States, Missouri
    Dec 31, 2025
  • Partner at Summit Pointe Financial
    B. R.
    Partner
    Mobile Phone
    United States, Missouri
    Oct 17, 2024
  • President at Summit Pointe Financial
    C. H.
    President
    Mobile Phone
    UNITED STATES
    Feb 09, 2024
  • President at Summit Pointe Financial
    C. H.
    President
    Mobile Phone
    United States, Missouri
    Feb 24, 2024
  • Director Of Operations / Financial Advisor at Summit Pointe Financial
    K. K.
    Director Of Operations / Financial Advisor
    Mobile Phone
    United States, Kansas
    Jun 08, 2026
  • Private Wealth Manager at Summit Pointe Financial
    D. T.
    Private Wealth Manager
    Mobile Phone
    United States, Kansas
    May 31, 2026
  • Financial Advisor at Summit Pointe Financial
    I. J. T.
    Financial Advisor
    Mobile Phone
    United States, Kansas
    Jun 01, 2026
  • Financial Advisor at Summit Pointe Financial
    N. B.
    Financial Advisor
    Mobile Phone
    United States, Missouri
    Jun 26, 2026
  • Financial Advisor at Summit Pointe Financial
    J. S.
    Financial Advisor
    Mobile Phone
    United States, Missouri
    Mar 25, 2026

Frequently Asked Questions

What is Summit Pointe Financial known for?

Minus sign iconPlus sign iconSummit Pointe Financial was founded in 1997 and operates in the Financial Services industry. You can contact Summit Pointe Financial's 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?

Minus sign iconPlus sign iconSummit Pointe Financial employees' email format typically follows the pattern of FirstL@sptfg.com. 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?

Minus sign iconPlus sign iconSummit Pointe Financial has approximately 13 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 2026, Summit Pointe Financial's key employees include:

  • President: C. H.
  • President: C. H.
  • President: C. H.
  • Partner -Strategy Based Financial Planner: S. G.
  • Partner: B. R.

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