Nathan Sumner

President at SUM Financial Services Group

Role
President at Sum Financial Services Group
Location
Aurora, CO, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

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

  1. President

    Sum Financial Services Group

    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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Nathan Sumner — President at Sum Financial Services Group in Aurora, CO, US | Unifers