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Summit Financial Advisors, Inc. CRD 145007
$233M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
300 N. Main Street Suite 500, Middletown, OH 45042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2007-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lincoln National Life Insurance Company | Cincinnati | OH | 02/1982 | Present |
| Summit Financial Advisors, Inc. | Middletown | OH | 07/2007 | Present |
FINANCIAL SECURITY SOLUTIONS, LLC; INSURANCE AGENCY; MIDDLETOWN, OH; PRIMARILY LONG TERM CARE INSURANCE; CO-OWNER; 04/2003; APPR. 1 HOUR PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-30 |
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