Financial Advisor With Over $40M in Client Assets Joins Summit

 Financial Advisor Kristine BoelteSummit Brokerage Recruits Advisor with over $40M in AUM

Boca Raton, FL, December 10, 2015Financial 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 speak with 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, visit www.joinsummit.com or contact us at (800) 354-5528.

About Summit Brokerage Services, Inc.

Summit Brokerage Services is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. 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.

 

Media Contact

Contact Person: Mindy Clapp
Company Name:  Summit Brokerage Services, Inc.
Telephone Number: 561.338.2770
Fax Number: 561.338.2843
Email Address: mclapp@summitbrokerage.com
Web site address: www.summitbrokerage.com

 

*Industry related publication.

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