Dennis Ryan is a registered investment advisor at Summit Financial, LLC, based in Arlington Heights, IL, with 14 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
1650 N. Arlington Heights Road, Suite 204, Arlington Heights, IL, 60004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is an insurance broker or agent, selling through numerous insurance companies, including SRM, an affiliated company. He is also a financial advisor at Midway Wealth Partners, dedicating about a quarter of his time to serving clients, and an author who spends minimal time monitoring book distribution.
Employment History
Current Registrations
Summit Financial, LLC
World Equity Group, INC.Broker
Previous Registrations
Midway Wealth Partners, LLC
World Equity Group, INC.
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.