Dexter Wise is a registered investment advisor at Summit Financial, LLC, based in Edmond, OK, with 7 years of industry experience. Dexter 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
2569 S. Kelly Avenue, Suite 110, Edmond, OK, 73013
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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.
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Dexter is an Assistant Professor of Military Sciences in the US Army Reserve, a non-investment related activity. He dedicates minimal time to training, teaching, coaching, and mentoring cadets when schooling is in session.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Bfg Wealth
Full Sail Capital, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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