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Inactive

Renée Bangs Mrosowski

Summit Group Retirement Planners, Inc.

Spanish Fort, AL

Exton, PA

CRD 7036439

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Employer firm

Summit Group Retirement Planners, Inc. CRD 169823

$302M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Summit Group Retirement Planners, Inc.

431 Exton Commons, Exton, PA 19341 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-01-12
  • AL RA
    APPROVED
    Since 2024-01-12

Branch Locations

Spanish Fort, AL • United States

431 Exton Commons, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newport Group Mobile AL 09/2004 04/2018
Leafhouse Financial Advisors, Llc Austin TX 05/2018 01/2022
Summit Group Retirement Planners, Inc. Exton PA 01/2024 Present
Unemployed Spanish Fort AL 01/2022 01/2023
Self-Employed Spanish Fort AL 01/2023 12/2023
  • 09/2004 → 04/2018
    Newport Group
    Mobile, AL
  • 05/2018 → 01/2022
    Leafhouse Financial Advisors, Llc
    Austin, TX
  • 01/2024 → Present
    Summit Group Retirement Planners, Inc.
    Exton, PA
  • 01/2022 → 01/2023
    Unemployed
    Spanish Fort, AL
  • 01/2023 → 12/2023
    Self-Employed
    Spanish Fort, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-22
  • S65 Uniform Investment Adviser Law Examination
    2019-02-22

View on SEC IAPD

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