Jeff Schlicht, Cfp®

Jeff Schlicht, Cfp® Email and Phone Number

Wealth Advisor, Partner at Summit Financial Advisors @ Summit Financial Advisors
minnetonka, minnesota, united states
Jeff Schlicht, Cfp®'s Location
Greater Minneapolis-St. Paul Area, United States
Jeff Schlicht, Cfp®'s Contact Details

Jeff Schlicht, Cfp® work email

Jeff Schlicht, Cfp® personal email

n/a

Jeff Schlicht, Cfp® phone numbers

About Jeff Schlicht, Cfp®

Jeff Schlicht, Cfp® is a Wealth Advisor, Partner at Summit Financial Advisors at Summit Financial Advisors. He possess expertise in investment strategies, estate strategies, retirement planning, risk management, legacy strategies and 3 more skills.

Jeff Schlicht, Cfp®'s Current Company Details
Summit Financial Advisors

Summit Financial Advisors

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Wealth Advisor, Partner at Summit Financial Advisors
minnetonka, minnesota, united states
Website:
summitadvisorsmn.com
Employees:
9
Jeff Schlicht, Cfp® Work Experience Details
  • Summit Financial Advisors
    Wealth Manager, Partner
    Summit Financial Advisors Jan 2014 - Present
    Minnetonka, Minnesota
    Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Summit Financial Advisors, Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. · "For a list of states in which I am/we are registered to do business, please visit summitfinancialadvisorsmn.com"
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  • Thrivent Financial For Lutherans
    Financial Consultant
    Thrivent Financial For Lutherans 2004 - Jan 2014
    Golden Valley, Minnesota
    Emphasis on Estate, Retirement Distribution, Tax and Investment strategies.
    View
  • Thrivent Financial For Lutherans
    Group Partner, Stonebridge Group
    Thrivent Financial For Lutherans Oct 2009 - Jun 2011
    Bloomington, Minnesota
    As a partner of this fee based planning practice, I co-shared overseeing all aspects of the growth and operations of this 3 office-35 person team.
    View

Jeff Schlicht, Cfp® Skills

Investment Strategies Estate Strategies Retirement Planning Risk Management Legacy Strategies Retirement Distribution Strategies Series 7 Financial Planning

Jeff Schlicht, Cfp® Education Details

Frequently Asked Questions about Jeff Schlicht, Cfp®

What company does Jeff Schlicht, Cfp® work for?

Jeff Schlicht, Cfp® works for Summit Financial Advisors

What is Jeff Schlicht, Cfp®'s role at the current company?

Jeff Schlicht, Cfp®'s current role is Wealth Advisor, Partner at Summit Financial Advisors.

What is Jeff Schlicht, Cfp®'s email address?

Jeff Schlicht, Cfp®'s email address is je****@****ent.com

What is Jeff Schlicht, Cfp®'s direct phone number?

Jeff Schlicht, Cfp®'s direct phone number is +195235*****

What schools did Jeff Schlicht, Cfp® attend?

Jeff Schlicht, Cfp® attended University Of Minnesota-Twin Cities.

What skills is Jeff Schlicht, Cfp® known for?

Jeff Schlicht, Cfp® has skills like Investment Strategies, Estate Strategies, Retirement Planning, Risk Management, Legacy Strategies, Retirement Distribution Strategies, Series 7, Financial Planning.

Who are Jeff Schlicht, Cfp®'s colleagues?

Jeff Schlicht, Cfp®'s colleagues are Kerrie Haggarty, Matt Scherer, Cfp®, Tahlia Body, Jenny Peacock, Greg Johnson.

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