Quintin Hogrefe
Quintin Hogrefe is a registered investment advisor at Summit Financial, LLC, based in Kirkwood, MO, with 24 years of industry experience. Quintin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
10900 Manchester Rd, Suite 100, Kirkwood, MO, 63122
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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
Quintin engages in non-investment related insurance sales through various carriers, including sales through SRM. He also volunteers as a board member for Gateway Huskers and the Heron Bay Condo Owners Association, dedicating minimal time to each.
Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
Genex Consulting
Genex Consulting
LPL Financial LLCBroker
LPL Financial LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Valmark Securities, INC.Broker
Clifton Gunderson Wealth Advisors
Honkamp Krueger Financial Services INC
Proequities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations2 states
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.