Benjamin M Klutenkamper
Investment adviser representative at Summit Financial, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.3BFirm 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 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
18 years in the industry.
- Summit Financial, LLCNov 2024 to now
- Private Client ServicesJan 2018 to now
- Tap Consulting, LLC (dba: Genex Consulting)Aug 2016 to Mar 2025
- LPL Financial, LLCJun 2016 to Jan 2018
- Pio's RestaurantFeb 2008 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6276877
- Firm CRD
- 299322