Summit Planning Group LLC - Wisconsin

Summit Planning Group LLC - Wisconsin

Summit Planning Group LLC - Wisconsin

Overview
Date Founded

2000

Headquarters

3071 Voyager Drive Suite A Green Bay WI United States 54311

Type of Company

Private

Employees (Worldwide)

12

Industries

Investment Services & Portfolio Management

Company Description

Summit Planning Group LLC provides investment advice. It also provides independent financial guidance to approximately 980 families through a fee-based model. The company was founded by Lawrence Lindsley, Alan Hicks, Lee Revolinski and David Demeuse in 2000 and is headquartered in Green Bay, WI.

Executives & Employees

Co-Founder

Co-Founder

Co-Founder

Co-Founder

Associate Wealth Advisor

Advisor Associate

Wealth Advisor

Wealth Advisor

Client Service Specialist

Client Service Specialist

Paths to Summit Planning Group LLC - Wisconsin
Potential Connections via
Relationship Science
You
Summit Planning Group LLC - Wisconsin
Recent Transactions
Details Hidden

Wealth Enhancement Group, LLC purchases Summit Planning Group LLC - Wisconsin from LPL Financial Holdings, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Summit Planning Group LLC - Wisconsin. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Summit Planning Group LLC - Wisconsin's profile does not indicate a business or promotional relationship of any kind between RelSci and Summit Planning Group LLC - Wisconsin.