Sarah
Hehmeyer

Summit Financial, LLC

CRD#6971487
Investment Advisor
in Saint Louis, MO

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About this Advisor

Sarah Hehmeyer is a financial advisor based in Saint Louis, Missouri, working with Summit Financial, LLC. Sarah has previously held positions at Edward Jones, Archdiocese Of St Louis (St Claire Of Assisi), Lakeside Children'S Academy, Parkway School District, Private Client Services, Tap Consulting, LLC Dba Genex Consulting, and Summit Financial, LLC. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Sarah is part of Summit Financial, LLC, which operates out of Saint Louis, Missouri. The firm has 47 offices and 353 employees. Summit Financial, LLC manages assets totaling $15.0 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10900 Manchester Rd Suite 100
Saint Louis, MO 63122

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Summit Financial, LLC Brokerage Details

Total Assets Under Management

$14,959,048,272

MO Average: $10,121,009,343
Total Number of Employees

353

MO Average: 92
Total Number of Accounts

22,079

MO Average: 6,978
Average Account Size

$677,524

MO Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Sarah Hehmeyer Work History

2024 - Present (1 year)

Summit Financial, LLC

2021 - Present (4 years)

Private Client Services

2021 - Present (4 years)

Tap Consulting, LLC Dba Genex Consulting

2018 - 2021 (3 years)

Edward Jones

2017 - 2017 (< 1 year)

Lakeside Children'S Academy

2015 - 2018 (3 years)

Archdiocese Of St Louis (St Claire Of Assisi)

2014 - 2015 (1 year)

Parkway School District

Disclosures

Please visit the SEC profile of Sarah Hehmeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Summit Financial, LLC

Kyle Fischbach
Parsippany, NJ
Anthony Mcelynn
Parsippany, NJ
Andrew Adolph
Columbus, OH
Dexter Wise
Edmond, OK
Stanley Gregor
Parsippany, NJ
John Williams
Dublin, OH
Noah Valdez
Ashburn, VA
Nicholas Villano
Parsippany, NJ

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