Nathan Sumner
President at SUM Financial Services Group
- Role
- President at Sum Financial Services Group
- Location
- Aurora, CO, US
- LinkedIn followers
- 500 followers
About Nathan Sumner
Nathan Sumner, CFP® is the President of SUM Financial Services Group. In addition to serving as a Wealth Advisor, he serves on Boards and is an active Rotarian volunteering with a variety of organizations throughout the year. He lives in Denver with his wife and two boys. When not in the office, you may see Nathan chasing his kids, skiing, or engaging in one of many other sports as an enthusiast. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
President
Sep 2014 — Present · Aurora, CO, US
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor. SUM Financial Services Group is a separate entity from LPL Financial.
Education
Whiskey University
Master's of Science
Whiskey University
Bachelor's of Science, Bourbon Capital Region
New York University
Master of Science (MS), Sports Business
2004 — 2006
Central Washington University
Bachelor of Science (BS), Elementary Education and Teaching
2000 — 2003
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