Brian Crook- Financial Advisor Eagle, ID

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About Brian Crook

When you work with Summit Wealth Planning, you're part of the family. Our team of professionals has 79 years of cumulative experience in financial services. We can help you address your needs today and for many years to come.

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General Information

Firm Start Year

2023

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors of Science - Finance

Oregon State University
1982 -1985

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC.. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Summit Wealth Planning are separate entities from LPL Financial.

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Brian Crook

Summit Wealth Planning