Summit Financial Group Inc

Investment Advisor
in Washington, DC
Are you Kris Persinger? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kris Persinger is a certified financial planner who is based out of Washington, D.C. Currently a registered advisor at Summit Financial Group Inc, they have accumulated 10 years of work experience as a financial advisor. Persinger has Series 63 and Series 66 licenses, which designate the advisor as a securities broker. Persinger is able to serve customers in Washington, D.C. and Texas. Throughout their career, they have worked at Vsr Financial Services, Inc, Vsr Advisory Services, Persinger Planning, LLC, Summit Financial Group Inc and Summit Brokerage Services, Inc. Summit Financial Group Inc is headquartered in Washington, D.C., and operates out of 260 other offices throughout the nation. In total, Summit Financial Group Inc oversees $3 billion in assets dispersed across 14,864 accounts and retains more than 374 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 4,097 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 22% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Summit Financial Group Inc offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

4360 Van Ness St Nw
Washington, DC 20016

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Summit Financial Group Inc Brokerage Details

Total Assets Under Management


DC Average: $1,855,561,029
Total Number of Employees


DC Average: 62
Total Number of Accounts


DC Average: 2,474
Average Account Size


DC Average: $750,025

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kris Persinger Work History

Kris has 10 years of experience.

2016 - Present (3 years)

Summit Financial Group Inc

2016 - Present (3 years)

Summit Brokerage Services, Inc

2008 - Present (11 years)

Persinger Planning, LLC

2008 - 2016 (8 years)

Vsr Financial Services, Inc

2008 - 2016 (8 years)

Vsr Advisory Services


Kris Persinger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started