Russell David Rogers
Investment adviser representative at Summit Investment Advisory Services
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$745.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Summit Investment Advisory Services, Inc.Feb 2015 to now
- LPL Financial LLCSep 2011 to now
- Summit Investment Advisors, Inc.Sep 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Summit Investment Advisory Services
Legal name: Summit Investment Advisory Services, LLC
$745.8MAssets managed
1,075Clients
8Advisers
9 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
- 5390538
- Firm CRD
- 168594