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Hannah Fetterman Fitzpatrick

Summit Financial Strategies Inc

Columbus, OH

CRD 7456965

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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:

Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-13
OH RA APPROVED 2021-12-07
  • TX RA
    APPROVED
    Since 2023-10-13
  • OH RA
    APPROVED
    Since 2021-12-07

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • 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
Summit Financial Strategies, Inc. Columbus OH 10/2016 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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