Elizabeth Summers
Investment adviser representative at Wealthspire Advisors
10 yearsExperience
1 stateRegistered in
$34.3BFirm assets
31 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 feeOther
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.
- Wealthspire AdvisorsMay 2025 to now
- Wells Fargo Clearing ServicesSep 2021 to now
- Wells Fargo BankAug 2021 to now
- UBS Financial Services Inc.May 2018 to Jul 2021
- Fredrikson & ByronJun 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 6940790
- Firm CRD
- 106181