Lena Satge Ormond

Employer firm

Summit Financial Wealth Advisors CRD 171278

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS

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

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

Current Employers

Employment History

• 10/2015 → Present
  Summit Financial Wealth Advisors
  Lafayette, LA

Other Businesses

(1) Insurance (2) LSatge LLC; INVESTMENT RELATED: NO ; ADDRESS: 143 Bartholomew Drive, Sterlington, LA 71280; NATURE OF BUSINESS: Holding Company START DATES 01/2024; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: MINIMAL; APX NUMBER OF HOURS DURING TRADING HOURS NONE; BRIEF DESCRIPTION OF DUTIES: holding company for partial ownership in Southerrn Asset Managers, - the management company of Summit Financial

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-15

Other Names

• Lena Satge