Summit Brokerage Recruits Advisor with Over $40M in AUM | Summit
Boca Raton, FL, December 10, 2015 - Financial advisor Kristine Boelte of Kristine A. Boelte and Associates in Clarksville, VA, has recently joined Summit Brokerage Services, Inc., the #1 Independent Boutique Broker-Dealer in the Country*.
Kristine A. Boelte and Associates, previously affiliated with Stifel Nicolaus, have been servicing the needs of clients for over 13 years and manages over $40 million in client assets. Kristine Boelte’s firm focuses on developing custom retirement and estate planning solutions for their clients to meet their financial goals.
“I chose Summit because it is just the right size and affords me flexibility in the way I want to run my practice. I believe every personal interaction is sacred. When I speakwith Summit’s home office associates, they make me feel as if talking with me is the most important thing they could be doing. This is the message I try to convey in every conversation I hold with my clients and I am glad to call Summit my home,” Boelte said.
For more information on Summit Brokerage Services, contact us at 800.354.5528.
About Summit Brokerage Services, Inc.
Summit Brokerage Services is part of Cetera Financial Group. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.
About Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit www.ceterafinancialgroup.com.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities, The Legend Group and Summit Brokerage Services.
*Rated by REP magazine’s Independent Broker-Dealer Report Card.
Summit Brokerage Services, Inc.
595 S. Federal Highway, #500
Boca Raton, FL 33432