Summit Financial Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

4,202

Total plan assets

$11.2M

Filings (rows)

Direct comp

$247K

Indirect comp

Showing only "SUMMIT FINANCIAL GROUP"

View all 8 variants aggregated →

SUMMIT FINANCIAL45 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISOR2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL WEALTH ADVISORS L1 SUMMIT FINANCIAL WELATH ADVISORS

SERVICES PROVIDED

Broker3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CN Enterprises CN Enterprises Health Plan Trust · all filings	OKLAHOMA CITY, OK	Broker	1,371	$5.5M	$90K	$0
CN Enterprises CN Enterprises Health Plan Trust · all filings	OKLAHOMA CITY, OK	Broker	1,415	$4.7M	$78K	$0
CN Enterprises CN Enterprises Health Plan Trust · all filings	ADA, OK	Broker	1,416	$948K	$78K	$0