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MS
CFP
MS
CFP

Michael Sluhan

Summit Financial, LLC
27 Years of Experience
Kirkwood, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Sluhan is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Kirkwood, MO, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.

Summit Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
18,393 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$26.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10900 Manchester Rd, Suite 100, Kirkwood, MO, 63122

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a member of BCM Holdings LLC, a real estate holding company, dedicating a few hours per week. He also offers insurance as a broker or agent through numerous insurance companies, including SRM, earning cash and non-cash compensation.

Employment History
Current Registrations
Summit Financial, LLC
November 2024 - Present · 1 yr 11 mos
Private Client Services, LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Genex Consulting
January 2019 - March 2025 · 6 yrs 2 mos
Genex Consulting
January 2008 - December 2018 · 10 yrs 11 mos
LPL Financial LLCBroker
January 2008 - January 2018 · 10 yrs
LPL Financial LLC
January 2008 - July 2017 · 9 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
September 2002 - January 2008 · 5 yrs 4 mos
Lincoln Financial Advisors Corporation
September 2002 - January 2008 · 5 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
September 2002 - April 2006 · 3 yrs 7 mos
Prudential Securities Incorporated
January 2002 - September 2002 · 8 mos
Prudential Securities IncorporatedBroker
January 2001 - September 2002 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
March 1999 - January 2001 · 1 yr 10 mos
State Registrations4 states
FLILMONC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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