Corey Kiewiet
Investment adviser representative at Summit Financial, LLC
13 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
13 years in the industry.
- Summit Financial, LLCFeb 2025 to now
- Northwestern Mutual Wealth Management CompanyOct 2024 to Feb 2025
- John RuscianoSep 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCSep 2024 to Feb 2025
- Etrade From Morgan StanleyMar 2021 to Aug 2024
- Waddell and ReedJun 2020 to Mar 2021
- Baaak IncMay 2020 to Feb 2021
- Bell BankOct 2019 to May 2020
- Farmers InsuranceMay 2019 to Aug 2019
- UpsOct 2018 to May 2019
- YmcaSep 2014 to Aug 2017
- StudentAug 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7256913
- Firm CRD
- 299322