Overview

Summit Pointe Financial Group, LLC is a full service financial planning firm. We do fee based planning and Asset Management. As the Managing Partner, I am looking for the opportunity to have firms join us or to purchase quality books of business(AUM). We are also looking for individual producers who would like to keep a high payout, but add value to their practice with: backoffice processing, no cost office space, financial planning back office, case support, weekly payouts and benefits, marketing/lead support, other producers to bounce ideas off of and a family first atmosphere in and out of the office. We have offices in Lee's Summit, MO, St. Louis, MO, Overland Park, KS, Topeka, KS, Omaha, NE and Kearney,NE.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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