Allison
Fuehne

Summit Wealth Strategies

CRD#5375056
Investment Advisor
in Chesterfield, MO

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About this Advisor

Allison Fuehne is a certified financial planner who works out of Chesterfield, Missouri, who has 7 years of relevant experience. Fuehne is currently employed by Summit Wealth Strategies. The advisor has gained experience at Axa Advisors, LLC, Summit X LLC and Purshe Kaplan Sterling Investments. Fuehne has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri. Summit Wealth Strategies is a financial advisory business based in Chesterfield, MO. The company has offices in three locations and a total of 18 people on staff. It manages $681 million in total assets among its 4,576 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 4,576 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. However, fees charged by Summit Wealth Strategies may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16020 Swingley Ridge Suite 110
Chesterfield, MO 63017

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Summit Wealth Strategies Brokerage Details

Total Assets Under Management

$680,941,640

MO Average: $11,469,110,461
Total Number of Employees

18

MO Average: 458
Total Number of Accounts

4,576

MO Average: 33,415
Average Account Size

$148,807

MO Average: $343,232

Investment Advisory Services

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

Allison Fuehne Work History

Allison has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Summit X LLC

2016 - Present (8 years)

Purshe Kaplan Sterling Investments

2007 - 2016 (9 years)

Axa Advisors, LLC

*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 Allison Fuehne 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 Wealth Strategies

Ryan Spalding
Chesterfield, MO
Trisha Koontz
Chesterfield, MO
Adam Bippen
Chesterfield, MO
Joseph Curtis
Chesterfield, MO
Carlton Dick
Chesterfield, MO
Allison Fuehne
Chesterfield, MO
Peter Donovan
Chesterfield, MO
Michael Ott
Chesterfield, MO

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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