Theodore
Spinardi
Summit Wealth Group, LLC
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About this Advisor
Theodore Spinardi is a financial advisor based in Tulsa, Oklahoma, working with Summit Wealth Group, LLC. Theodore has previously held positions at Summit Wealth Group, LLC, Purshe Kaplan Sterling Investments, Lpl Financial, LLC, and Summit Wealth Group, Inc D/B/A Summit Wealth Management. Theodore has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Florida, Oklahoma, and Texas. Currently, Theodore is part of Summit Wealth Group, LLC, which operates out of Tulsa, Oklahoma. The firm has 2 offices and 8 employees. The firm manages assets totaling $123.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Summit Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Group, LLC Brokerage Details
$123,288,666
8
602
$204,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Theodore Spinardi Work History
Summit Wealth Group, LLC
Purshe Kaplan Sterling Investments
Summit Wealth Group, Inc D/B/A Summit Wealth Management
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Theodore Spinardi 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 Group, LLC
Tulsa, OK
Tulsa, OK
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