Kevin
Kull
Summit Financial, LLC
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About this Advisor
Kevin Kull is a chartered financial analyst operating in Columbus, Ohio who has 2 years of relevant experience. Kull is an employee of Summit Financial, LLC. Their career trajectory has included roles at 2020 Capital Advisors LLC, Wealthstone Advisors, Huntington National Bank, Keebeck Wealth Management and Summit Financial, LLC. Kull can advise clients in New Jersey and Ohio. Summit Financial, LLC is a business headquartered in Parsippany, NJ. It has offices in 22 locations and a total of 226 employees. It controls $6 billion in assets under management across its 11,930 accounts, making it one of the biggest firms in the nation by assets under management. Of its 11,930 customer accounts, 20% are held by high-net-worth individuals who have at least $1 million in assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which service is provided. However, fee types charged by Summit Financial, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$6,154,141,421
226
11,930
$515,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Kull Work History
Kevin has been registered as a financial advisor for 2 years.*
Summit Financial, LLC
Keebeck Wealth Management
Summit Financial, LLC
2020 Capital Advisors LLC
Wealthstone Advisors
Huntington National Bank
*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 Kevin Kull 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
Farmington, MI
Parsippany, NJ
Parsippany, NJ
Doylestown, PA
Parsippany, NJ
Parsippany, NJ
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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