Alexander Joseph Robbel
Investment adviser representative at Summit Financial, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Summit Financial, LLCFeb 2025 to now
- Northwestern Mutual Life Insurance CompanySep 2024 to Feb 2025
- Qro Holdings & Insurance Services, LLCAug 2024 to Feb 2025
- Northwestern Mutual Wealth Management CompanyJul 2021 to Feb 2025
- John RuscianoJul 2021 to Aug 2024
- Northwestern Mutual Wealth Management CompanyJul 2020 to Jun 2021
- Northwestern Mutual Investment Services LLCAug 2019 to Feb 2025
- Northwestern Mutual Life Insurance CompanyJun 2019 to Jun 2021
- Benson Wealth ManagementNov 2018 to May 2019
- StudentMay 2009 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, MN).
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
- 7040710
- Firm CRD
- 299322