What departments does Summit Pointe Financial have?

Summit Pointe Financial has employees across 2 departments including Finance, Operations.

What is the largest department at Summit Pointe Financial?

The largest department at Summit Pointe Financial is Finance with 6 employees.

Where are Summit Pointe Financial employees located globally?

Summit Pointe Financial has employees across 1 continents and 1 countries including United States Of America.

How has Summit Pointe Financial's team size changed over time?

Summit Pointe Financial's team has decreased from approximately 12 to 10 employees based on available data.

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.

Summit Pointe Financial Global Highlights

North America
18

United States Of America
18

Summit Pointe Financial's Leadership

C. H.
President
Mobile Phone
Email
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
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

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

J. S.
Insurance/Financial Professional
Mobile Phone
Email
United StatesMissouri
May 31, 2026
B. S.
Agent
Mobile Phone
Email
United StatesMissouri
Jun 08, 2026
R. G.
Financial Planner
Mobile Phone
Email
United StatesKansas
Jun 08, 2026
C. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
W. K.
Mobile Phone
Email
UNITED STATES
Oct 23, 2024

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 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?

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 June 2026. These team members are located across 1 continents, including North America.

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

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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Summit Pointe Financial Employee Directory

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Summit Pointe Financial Global Highlights

North America
18

Summit Pointe Financial's Leadership

Summit Pointe Financial Employee Metrics

Contact profiles from Summit Pointe Financial

Frequently Asked Questions

What is Summit Pointe Financial known for?

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

How many employees does Summit Pointe Financial have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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Summit Pointe Financial Employee Directory

Find Summit Pointe Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Summit Pointe Financial Global Highlights

North America18

Summit Pointe Financial's Leadership

Summit Pointe Financial Employee Metrics

Contact profiles from Summit Pointe Financial

Frequently Asked Questions

What is Summit Pointe Financial known for?

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

How many employees does Summit Pointe Financial have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
18

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