Company intelligence
Summit Financial Group
Financial Services
Fort Wayne, US
51–200 employees
Founded 1999
4 public signals
About Summit Financial Group
Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: summit.nm.com
Verified activity
Signals from Summit Financial Group
4 published signals
Presence & Recognition
Summit Financial Group employee Laura Mongon, QPFC, NQPC, and PLANADVISER Emerging Leader, was recognized as a 2026 PLANADVISER Emerging Leader.
Reported by Summit Financial Group
People
Summit Financial Group employee Laura Mongon was named a 2026 PLANADVISER Emerging Leader.
Reported by Michael Ready
Presence & Recognition
Summit Financial Group is hosting the SHRM Happy Hour in Indianapolis featuring Orangily Premium Mocktails and Sun King Brewery.
Reported by Summit Financial Group