Todd Allen Rustman
Investment adviser representative at Summit Financial, LLC
26 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$26.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Summit Financial, LLCJul 2025 to now
- Purshe Kaplan Sterling InvestmentsJul 2025 to now
- Summit Financial d/b/a Clarity Capital Partners LLCJul 2025 to now
- American Trust Investment Services, Inc.Nov 2020 to Jul 2025
- Poseidon Holdings TrustJun 2018 to Jun 2019
- Westpark Capital IncNov 2017 to Oct 2020
- Niagara International Capital LimitedNov 2013 to Nov 2017
- Gr Capital Asset ManagementSep 2000 to Dec 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2453708
- Firm CRD
- 299322