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    Paladin Research Report For:

    Brian Crook

    Summit Wealth Planning

    439 E. Shore Drive Suite 250
    Eagle, ID 83616
    208-472-8850
    Visit Website
    https://www.swealthplan.com/

    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.

    See Disclosures

    General Information

    Firm Start Year
    • 2023
    No. of Employees
    • 2-4
    CRD#
    • 2353138
    Firm CRD#
    • 6413
    Name of Broker/Dealer
    • LPL Financial/Goodlife Advisors,LLC
    Years of Experience in Financial Services
    • 31
    Work with the following types of clients
    • Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
    Advisory Services Provided
    • Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

    Compliance

    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Securities Licenses
    • Series 7, Series 4, Series 24, Series 65, Series 53
    Insurance and Annuity Licenses
    • Variable Annuity, Variable Life, Life

    Firm Information

    Firm's Number of Clients
    • 714
    Assets Managed by Firm
    • $130,000,000
    Advisor's Number of Clients
    • 70

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $150,000
    Compensation Methods
    • Based on Assets, Commissions, Flat Fee, Hourly
    Hourly Rate
    • $250

    Education

    Bachelors of Science - Finance

    Oregon State University
    1982 -1985

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


    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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    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

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