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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
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Summit Pointe Financial's Leadership

  • Stylized image of a person
    C. H.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    Partner -Strategy Based Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Director Of Operations / Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. T.
    Private Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. J. T.
    Financial Advisor
    Phone icon
    Mobile Phone

Summit Pointe Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Summit Pointe Financial

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

Frequently Asked Questions

What is Summit Pointe Financial known for?

Minus sign iconPlus sign iconSummit Pointe Financial was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 2641 Northeast Mcbaine Drive Lees Summit, Missouri 64064 United States; 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?

Minus sign iconPlus sign iconSummit 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?

Minus sign iconPlus sign iconSummit Pointe Financial has approximately 13 employees as of June 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 June 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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