Andrew Warren Schaper
Investment adviser representative at Summit Financial, LLC
12 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
12 years in the industry.
- Summit Financial, LLCJan 2024 to now
- Purshe Kaplan Sterling InvestmentsJan 2024 to now
- Summit Financial dba Garrett, Perkins and Horton AdvisoryOct 2023 to now
- Ameriprise Financial Services, IncMay 2019 to Jan 2024
- AXA Advisor, LLCNov 2018 to Apr 2019
- Regions Financial CorporationAug 2018 to Nov 2018
- D.M.D. PublicationsFeb 2018 to Aug 2018
- Birmingham-southern CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7012360
- Firm CRD
- 299322