Scott Caskey

Wealth Advisor at Summit Investment Advisors - Roseville, MN, US

Scott Caskey's Colleagues at Summit Investment Advisors
Brian CFP

Director Of Client Services

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Krista York

St. Paul Area - Digital Marketing Specialist and Event Coordinator

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Velencia Richard

Sales And Marketing Specialist

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Lori Aufderhar

Director of Operations / Retirement Coach

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Brian Carlson

Director Of Client Services

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Scott Caskey's Contact Details
HQ
651-490-2939
Location
Greater Minneapolis-St. Paul Area
Company
Summit Investment Advisors
Scott Caskey's Company Details
Summit Investment Advisors logo, Summit Investment Advisors contact details

Summit Investment Advisors

Roseville, MN, US • 20 - 49 Employees
Financial Services

Guiding You To Your SummitYou can have confidence in our knowledge, passion, and dedication to help you and your loved ones reach the summit!Helping you to discover what financial and life success truly means to you is at the core of our methodology. We formulate a plan to help get you there, partnering with you along the way to assist you with pursuing your goals. It may be easier than you think, especially when you have a solid plan in place.Summit Investment Advisors provides expert wealth management & financial planning services, including: • Wealth Planning • Investment Management • Alternative Investments • Estate Planning • Small Business Planning • Insurance Services • Risk Management Planning • Educational Workshops for families, groups, & businesses.Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial & have not been reviewed by LPL Financial as to their accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, MI, MN, MO, MT, NC, ND, NE, NY, OH, OR, TX, WA, WI, and WY.FINRA: www.finra.orgSIPC: www.sipc.orgSpecialtiesWealth Planning, Investment Management, Alternative Investments, Estate Planning, Small Business Planning, Insurance Services, Risk Management Planning, Educational Workshops for families, groups, and businesses.

Financial Planning Estate Planning Investment Planning Certified Financial Planner Financial Services Financial Advisory Services
Details about Summit Investment Advisors
Frequently Asked Questions about Scott Caskey
Scott Caskey currently works for Summit Investment Advisors.
Scott Caskey's role at Summit Investment Advisors is Wealth Advisor.
Scott Caskey's email address is ***@summitinvest.com. To view Scott Caskey's full email address, please signup to ConnectPlex.
Scott Caskey works in the Financial Services industry.
Scott Caskey's colleagues at Summit Investment Advisors are Chris Swanson, Brian CFP, Krista York, Margie Firkaly, Velencia Richard, Lori Aufderhar, Brian Carlson and others.
Scott Caskey's phone number is 651-490-2939
See more information about Scott Caskey