Rick Wheeler

Senior Financial Advisor at Summit Financial Group - Dallas, TX, US

Rick Wheeler's Colleagues at Summit Financial Group
Braden Hauge

Benefits Marketing Specialist

Contact Braden Hauge

Rick Christy

Executive Vice President of Individual Insurance Services

Contact Rick Christy

Kyle Minick

Employee Benefits Consultant

Contact Kyle Minick

Kaci Skidgel

President, Corporate Retirement Plans

Contact Kaci Skidgel

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Rick Wheeler's Contact Details
HQ
1 918 663-0991
Location
United States
Company
Summit Financial Group
Rick Wheeler's Company Details
Summit Financial Group logo, Summit Financial Group contact details

Summit Financial Group

Dallas, TX, US • 100 - 249 Employees
Financial Services

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new "Summit". Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Employee Benefits Planning Individual Planning Risk Management Planning Wealth Management Planning Group Medical & Ancillary Benefits Benefits Consulting Corporate Retirement Plans HR Consulting & Compliance Voluntary Benefits Risk Management Individual Life Insurance Wealth and Money Management Group Medical & Ancillary Benefits HR Consulting & Compliance Financial Services Financial Advisory Services
Details about Summit Financial Group
Frequently Asked Questions about Rick Wheeler
Rick Wheeler currently works for Summit Financial Group.
Rick Wheeler's role at Summit Financial Group is Senior Financial Advisor.
Rick Wheeler's email address is ***@yoursummit.com. To view Rick Wheeler's full email address, please signup to ConnectPlex.
Rick Wheeler works in the Financial Services industry.
Rick Wheeler's colleagues at Summit Financial Group are Braden Hauge, Erin Hoffman, Rick Christy, Ashley Stevenson, Kyle Minick, Jason Barnett, Kaci Skidgel and others.
Rick Wheeler's phone number is 1 918 663-0991
See more information about Rick Wheeler