Advisors at this firm
Heather D
Series 66
Fort Wayne, IN
Summit Consultants, Inc.
Heather Drebenstedt is a financial advisor at Summit Consultants, Inc. in Fort Wayne, Indiana, with 19 years of industry experience. She holds a Series 66 designation and has worked at Summit Consultants since 2007, following a prior role at LPL Financial. Outside of her advisory work, she is involved in a fitness-related business in Fort Wayne and Roanoke, Indiana. Summit Consultants, Inc. provides financial planning, retirement-plan design, and consulting services to individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm integrates investment recommendations with insurance, tax, and estate considerations and offers estate planning through an affiliated attorney and specialized pension plan consulting.
Christopher S
CFP®, Series 66
Fort Wayne, IN
Summit Consultants, Inc.
Christopher Spoltman is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2004. He also operates Summit Consultants, Inc., a business active since 1989. Spoltman holds a Series 66 license and is based in Fort Wayne, Indiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, retirement plan sponsors, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Stephen S
ChFC®, Series 63
Fort Wayne, IN
Summit Consultants, Inc.
Stephen Spoltman is a financial advisor with LPL Financial in Fort Wayne, IN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has been associated with LPL Financial since 1995 and also works with Summit Consultants, Inc. since 2007. Outside of his advisory work, he serves as a notary for the state of Indiana without charging clients a fee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.
Thomas E
Series 63, Series 65
Fort Wayne, IN
Summit Consultants, Inc.
Thomas Elyea is a financial advisor with LPL Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2003 and is also associated with Summit Consultants, Inc., a registered investment advisor. Outside of his advisory work, he is involved in selling fixed annuities and various insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and credit products through a large network of investment adviser representatives.
Erik T
CFP®, Series 63
Fort Wayne, IN
Summit Consultants, Inc.
Erik Tom is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Fort Wayne, IN. Prior to joining LPL Financial and Summit Consultants, Inc. in 2018, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2018. In addition to his advisory role, he is a commissioned notary and a representative for non-variable insurance products. LPL Financial serves a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households, offering a variety of advisory and brokerage services supported by an in-house research team that builds model portfolios and provides strategic and tactical investment solutions.