Summit Investment Advisory Services

CRD 168594 · Roseville, MN · $745.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 168594
SEC number: 801-110650
Firm type: RIA
Assets under management: $745.8M as of Feb 17, 2026
Website: www.facebook.com/pg/summitinvest/events ↗
Phone: (651) 490-2939
Address: 3065 Center Pointe Drive, Roseville, MN, 55113

Advisors at this firm

7 in our index · page 1 of 1

Samantha Lynn BeavensCRD 6864099 · Roseville, MN

IA RegisteredBroker
Brian Jeremy CarlsonCRD 4210497 · Roseville, MN

IA RegisteredBroker
Scott Edward CaskeyCRD 5948473 · Roseville, MN

IA RegisteredBroker
Emerson D GrovenderCRD 7862554 · Roseville, MN

IA RegisteredBroker
Sean Patrick McdermottCRD 1980559 · Boca Raton, FL

IA RegisteredBroker

Disclosure event(s) on record
Russell David RogersCRD 5390538 · Roseville, MN

IA RegisteredBroker
Jack R SchwartzCRD 7123743 · Roseville, MN

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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