Renee M Wahl
Investment adviser representative at Summit Financial, LLC
11 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
11 years in the industry.
- Summit Financial, LLCMay 2021 to now
- Private Client ServicesMar 2023 to Dec 2024
- Purshe Kaplan Sterling InvestmentsMay 2021 to Mar 2023
- UBS Financial Services Inc.May 2013 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5953293
- Firm CRD
- 299322