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Kristopher Scott Flammang

Investment adviser representative at Summit Financial, LLC
22 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business

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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

22 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsMay 2025 to now
  2. Summit Financial, LLCApr 2025 to now
  3. Summit Financial, LLC dba Lpf Advisors, LLCApr 2025 to now
  4. Osaic Wealth, Inc.Jun 2024 to Apr 2025
  5. Lpf Advisors, LLCOct 2005 to May 2025
  6. Osaic Wealth, Inc.Jan 2005 to Feb 2020
  7. Kristopher FlammangDec 2004 to May 2025
  8. Securities America IncDec 2004 to Jun 2024

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
3189194
Firm CRD
299322
Advisor's SEC record (opens in a new tab)
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