Matthew
Weed
Summit Financial Advisors, Inc
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About this Advisor
Matthew Weed is a financial advisor based in Lebanon, Ohio, working with Summit Financial Advisors, Inc. Matthew has previously held positions at Signator Investors Inc, Signature Estate & Investment Advisors, LLC, Signature Investment Advisors, LLC, and Summit Financial Advisors, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Summit Financial Advisors, Inc, which operates out of Lebanon, Ohio. The firm has 1 office and 4 employees. The firm manages assets totaling $188.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Summit Financial Advisors, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Summit Financial Advisors, Inc Brokerage Details
$188,823,434
4
382
$494,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Weed Work History
Summit Financial Advisors, Inc
Signature Investment Advisors, LLC
Signator Investors Inc
Signature Estate & Investment Advisors, LLC
Disclosures
Please visit the SEC profile of Matthew Weed 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 Advisors, Inc
Lebanon, OH
Lebanon, OH
Lebanon, OH
Lebanon, OH
Middletown, OH
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