Joseph
Curtis

Summit Wealth Strategies

CRD#5710465
Investment Advisor
in Chesterfield, MO

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About this Advisor

Joseph Curtis is a financial advisor based in Chesterfield, Missouri, working with Summit Wealth Strategies. Joseph has previously held positions at Bmo Harris Bank, Bmo Harris Financial Advisors, and Summit Wealth Strategies. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Joseph is part of Summit Wealth Strategies, which operates out of Chesterfield, Missouri. The firm has 3 offices and 19 employees. The firm manages assets totaling $790.5 million and serves high-net-worth clients. 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 Wealth Strategies includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$790,545,044

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

19

MO Average: 458
Total Number of Accounts

4,790

MO Average: 33,415
Average Account Size

$165,041

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

Joseph Curtis Work History

2018 - Present (6 years)

Summit Wealth Strategies

2014 - 2018 (4 years)

Bmo Harris Financial Advisors

2013 - 2018 (5 years)

Bmo Harris Bank

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Disclosures

Please visit the SEC profile of Joseph Curtis 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
Joseph Curtis
Chesterfield, MO
Adam Bippen
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 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.

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