Scott
Caskey
Summit Investment Advisory Services
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About this Advisor
Scott Caskey is a certified financial planner working out of Saint Paul, Minnesota, who has 6 years of industry experience. Caskey is currently employed by Summit Investment Advisory Services. The advisor has gained experience at Lpl Financial/Summit Investment Advisors and Summit Investment Advisory Services, Inc. Caskey has a Series 63 license, qualifying them as a securities agent, and can advise clients in Minnesota. Summit Investment Advisory Services is a financial advisory firm that has its headquarters in Saint Paul, MN. The firm has offices in three locations and a total of 13 people on staff. It administers $456 million in assets across its 2,087 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 2,087 accounts, 22% are associated with high-net-worth investors who have greater than $1 million in investable assets. Summit Investment Advisory Services has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on which service is provided. However, fees billed by Summit Investment Advisory Services likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Investment Advisory Services Brokerage Details
$455,969,060
13
2,087
$218,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Caskey Work History
Scott has been registered as a financial advisor for 6 years.*
Summit Investment Advisory Services, Inc
Lpl Financial/Summit Investment Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Caskey 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 Investment Advisory Services
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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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.
