Alan Craig Hicks

Co-Founder at Summit Planning Group LLC - Wisconsin

Alan Craig Hicks

Alan Craig Hicks

Co-Founder at Summit Planning Group LLC - Wisconsin

Biography

Alan Hicks, CFP®
Wealth Advisor
In 1984, Alan moved to Green Bay after receiving his Bachelors of Science Degree in Business Administration from Michigan Technological University. Alan entered his financial planning career in 1986.

Alan has continued his education and received the Chartered Financial Consultant (ChFC®) designation from the American College in Pennsylvania and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planning Board in Colorado.

Alan has two areas of expertise:

The majority of Alan’s business is wealth management for individuals at least 50 years old who are either already retired or those looking to retire shortly.

Alan’s other area of expertise is that of working with and helping widows. Alan has found that a widow has financial needs of a very specific nature, and he has a special compassion for those who are grieving. Alan realizes the need for additional “hand holding” during this most stressful time, and has a strong desire to help.

Alan and his partners formed their own wealth management firm, Summit Planning Group, LLC, in 1999. Summit Planning Group was named to Barron’s top 1000 Financial Planning Firms in the United States and top 15 Financial Planning Firms in Wisconsin for 2010, 2012 and 2013. *

Alan married Sally in 1985, and they have four children who keep them busy with all aspects of sports, school and church. Alan enjoys playing golf, coaching softball, watching high school hockey and Bible study.

Alan is actively involved in various committees at his church, Highland Crest Baptist Church; a Past President and Board Member of the Green Bay Area Youth Hockey Association; served on the board and is Past President of the Thursday Breakfast Optimist Club of Green Bay, and is Past President of the Notre Dame Hockey Booster Club. He is currently the Vice President of Brown County Ice Management, leads 2 bible studies, and is active with youth sports in Green Bay. Alan believes that he must give back to the community that has provided a wonderful environment to raise his family.

Overview
Career Highlights

Summit Planning Group LLC - Wisconsin

RelSci Relationships

25

Number of Boards

3

Number of Awards

2

Interests

Hockey, Golf

Relationships
RelSci Relationships are individuals Alan Craig Hicks likely has professional access to. A relationship does not necessarily indicate a personal connection.

Relationship likelihood: Strong

Co-Founder at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Co-Founder at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Co-Founder at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Associate Wealth Advisor at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Wealth Advisor at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Advisor Associate at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Wealth Advisor at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Client Service Specialist at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

Client Service Specialist at Summit Planning Group LLC - Wisconsin

Relationship likelihood: Strong

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Alan Craig Hicks
Co-Founder at Summit Planning Group LLC - Wisconsin
Education
Bachelor's of Science in Business Administration
Career History
Co-Founder
1999 - Current

Summit Planning Group LLC (Wisconsin), a subsidiary of LPL Financial Holdings, Inc., is an American company located in Green Bay, WI. The firm provides investment advice.

Boards & Committees
Member, Board of Directors
Prior
Awards & Honors
CFP (Certified Financial Planner)
Chartered Financial Consultant
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