Ryan
Johnson

Summit Financial, LLC

CRD#4570558
Investment Advisor
in Dublin, OH

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About this Advisor

Ryan Johnson is a financial advisor based in Dublin, Ohio, working with Summit Financial, LLC. Ryan has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Summit Financial, LLC, Meeder Distribution Services, and Meeder Asset Management. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Ryan is part of Summit Financial, LLC, which operates out of Dublin, Ohio. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Financial, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63

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, Fixed Fees

Office Location

6135 Memorial Drive Suite 103
Dublin, OH 43017

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Summit Financial, LLC Brokerage Details

Total Assets Under Management

$8,015,765,521

OH Average: $10,121,009,343
Total Number of Employees

236

OH Average: 92
Total Number of Accounts

13,712

OH Average: 6,978
Average Account Size

$584,580

OH Average: $1,450,417

Investment Advisory Services

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

Ryan Johnson Work History

2024 - Present (0 year)

Summit Financial, LLC

2019 - Present (5 years)

Meeder Asset Management

2019 - 2021 (2 years)

Meeder Distribution Services

2016 - 2019 (3 years)

Northwestern Mutual Wealth Management Company

2002 - 2019 (17 years)

Northwestern Mutual Life Insurance Company

2002 - 2019 (17 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Ryan Johnson 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

Ethan Fales
Naples, FL
James Rabasca
Parsippany, NJ
Noah Valdez
Leesburg, VA
John Duffy
Parsippany, NJ
Christina Vozzo
Parsippany, NJ
Todd Weiss
Parsippany, NJ
Michael Megill
Adelphia, NJ
Timothy Farley
Landing, NJ

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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