Brian Todd Sutliff

Employer firm

Summit Financial Strategies Inc CRD 110112

$2.31B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Summit Financial Strategies, Inc.
  Columbus, OH
• 01/2016 → Present
  Summit Financial Strategies, Inc.
  Columbus, OH

Previous Registrations

• 2000-11-17 → 2004-12-31
  Sutliff Financial Planning, Inc.
  Granville, OH

Other Businesses

BUSINESS NAME: THE OHIO STATE UNIVERSITY; THE BUSINESS IS NOT INVESTMENT-RELATED; ADDRESS: COLUMBUS, OH 43210; NATURE: EDUCATIONAL INSTITUTION; TITLE: LECTURER; START DATE: 1/1/2008; HOURS DEVOTED MONTHLY: 5; HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0; DUTIES: TEACH UNDERGRADUATE FINANCIAL PLANNING CLASSES.

Designations

• Certified Financial Planner
• Chartered Financial Consultant