Kory
Frost
Summit Financial, LLC
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About this Advisor
Kory Frost is a financial advisor based in Farmington, Michigan, working with Summit Financial, LLC. Kory has previously held positions at UBS Financial Services, Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Private Client Services. Kory has passed the Series 66 regulatory exam and is registered to provide services in Michigan and New Jersey. Currently, Kory 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
Kory Frost Work History
Private Client Services
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Ubs Financial Services
Disclosures
Please visit the SEC profile of Kory Frost to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Financial, LLC
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Adelphia, NJ
Parsippany, NJ
Leesburg, VA
Farmington, MI
Landing, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
