Brittany Nicole Janssen
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, LLCFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsAug 2025 to now
- Summit Financial d/b/a Lansdowne Private Wealth ManagementAug 2025 to now
- Cambridge Investment Research, Inc.Aug 2020 to Aug 2025
- Beltway Medical LLCSep 2019 to Jun 2021
- Supreme Orthopedic SystemsMay 2018 to Sep 2019
- Xcell OrthopedicsJun 2017 to May 2018
- Quadrant IncorporatedJun 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7291854
- Firm CRD
- 299322