Brian Todd Sutliff
Investment adviser representative at Summit Financial Strategies Inc
21 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.3BFirm assets
Are you Brian Todd Sutliff? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Summit Financial Strategies, Inc.Jan 2005 to now
Designations
- ChFC®
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Summit Financial Strategies Inc
$2.3BAssets managed
1,026Clients
20Advisers
30 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
- 4404659
- Firm CRD
- 110112