Scott
Caskey

Summit Investment Advisory Services

CRD#5948473
Investment Advisor
in Saint Paul, MN

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3065 Center Pointe Drive Suite 2
Saint Paul, MN 55113

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Summit Investment Advisory Services Brokerage Details

Total Assets Under Management

$455,969,060

MN Average: $5,289,111,388
Total Number of Employees

13

MN Average: 157
Total Number of Accounts

2,087

MN Average: 8,262
Average Account Size

$218,481

MN Average: $640,173

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.*

2017 - Present (7 years)

Summit Investment Advisory Services, Inc

2013 - Present (11 years)

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

Scott Caskey
Saint Paul, MN
Russell Rogers
Saint Paul, MN
Brian Carlson
Saint Paul, MN
Joel Budd
Saint Paul, MN
Sean Mcdermott
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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