John Rusciano is a ChFC-designated registered investment advisor at Summit Financial, LLC, based in Edina, MN, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
5201 Eden Avenue, Suite 160, Edina, MN, 55436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John works as an Investment Advisor Representative (IAR) and Registered Investment Advisor (RIA) through Summit Financial dba Grandview Square Financial, dedicating full-time hours. He also provides fixed insurance advice as an insurance agent, spending a few hours per week, and is involved in several holding companies, authoring literature, and serving on the board of Highland Oaks HOA.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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
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