Adam Lee Ranum
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.
- Summit Financial, LLCMay 2026 to now
- PowertekSep 2019 to Oct 2021
- Northwestern Mutual Wealth Management CompanyMar 2017 to May 2026
- Northwestern Mutual Investment Services LLCMay 2016 to May 2026
- Northwestern Mutual Life Insurance CompanyMay 2016 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6642139
- Firm CRD
- 299322