Erin
Nordloh
Summit Financial, LLC
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About this Advisor
Erin Nordloh is a financial advisor based in Farmington, Michigan, working with Summit Financial, LLC. Erin has previously held positions at Db French & Co, Voya Financial Advisors, Somerset Financial Group, Raymond James & Associates, Inc, Wells Fargo Clearing Services, LLC, and Summit Financial, LLC. Erin has passed the Series 66 regulatory exam and is registered to provide services in Michigan and New Jersey. Currently, Erin is part of Summit Financial, LLC, which operates out of Farmington, Michigan. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Erin Nordloh Work History
Summit Financial, LLC
Wells Fargo Clearing Services, LLC
Raymond James & Associates, Inc
Voya Financial Advisors
Somerset Financial Group
Db French & Co
Disclosures
Please visit the SEC profile of Erin Nordloh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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