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Featured Business Financial Advisor in San Ramon, CA
San Ramon Financial Advisors
Summit Financial Group
2000 Crow Canyon Place Suite 450
San Ramon, CA 94507
(925) 866-7800
Advisor Profile
Michael Lahl
Name:  Michael Lahl
Phone Number:  (925) 866-7800
Website:  Visit Website
Disclaimer
Securities and Investment Advisory Servcies offered through Securian Financial Services Inc. Member FINRA/SIPC. A registered Investment Advisor. Summit Financial Group, LLC is independently owned and operated The free initial consultation is at no cost or obligation to the individual. Tracking #274874 DOFU 01-2011

About Summit Financial Group

Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence.Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps. Our goal is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. In today's marketplace, media coverage and massive amounts of information are often mistaken for wisdom and perspective. As markets, financial products, and tax laws become more complex, clients are best served by having a comprehensive financial plan created and monitored by competent, caring professionals. We aim to be the trusted resource for our clients, and earn that distinction by consistently doing what is in their best interests. We invite you to learn more about our practice through an introductory meeting with our team. At Summit, we know you face a maze of financial choices and decisions. We look forward to helping you solve the puzzle and implement a wealth management plan tailored to your unique goals
 

General Information

Gender:    Male
CRD#:    5155603
Insurance License#:    0F81436
Name of Broker/Dealer:    Securian Financial Services, Inc
States Licensed in:    CA
States Willing to do Business in:    All states.
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    7
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 7, Series 63
Insurance and Annuity Licenses:    Health, Disability, Life, Variable Annuity, Long Term Care, Variable Life
 

Firm Information

Firm's Number of Clients:    800
Assets Managed by Firm:    900,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Michael Lahl

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