Eric Mangold
Investment adviser representative at Summit Financial, LLC
10 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
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2022 to now
- Summit Financial, LLCSep 2022 to now
- Allied Wealth PartnersMay 2018 to Sep 2022
- Minnesota Life Insurance CoMay 2018 to Sep 2022
- Securian Financial Services IncMay 2018 to Sep 2022
- First Allied Advisory Services, Inc.Sep 2016 to May 2018
- First Allied Securities, Inc.Sep 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4047724
- Firm CRD
- 299322