WELCOME
Summit Advisor Group, LLC is a Registered Investment Advisory, providing financial planning and
investment management services on a fiduciary basis. All recommendations are objective and tailored
to the specific goals of each client.
Our Services
Financial Planning
> Retirement Planning
> Education Funding
> Income Strategies
> Tax Planning Strategies
> Trust and Estate Planning
> Social Security and Pension Review
> Insurance and Risk Analysis
> Charitable Giving and Philanthropy
Investment Management
> Customized Portfolio Construction
> Discretionary Management
> Risk Tolerance Analysis
> Third Party Research
> Strategy Diversification
> Tax Aware Investing
Our Team
John E. Tenley, AAMS®, CRPC®
Founder, Wealth Advisor
John Tenley is the Founder of Summit Advisor Group, LLC and serves as a Wealth Advisor. John is also a member of the Investment Committee, which is responsible for portfolio construction and management.
John has been in the Financial Services industry since 2006, serving as a Senior Wealth Advisor and Private Wealth Manager, as well as being a part of Business Development teams and Investment Committees. John earned a Bachelor of Arts degree in Economics and Finance with a minor in Business from Bethel University.
John holds the following designations:
- Accredited Asset Management Specialist (AAMS®)
- Chartered Retirement Planning Counselor (CRPC®)
Daniel J. Powers, CFA®
Chief Investment Officer
Dan Powers is the Chief Investment Officer for Summit Advisor Group, LLC and a member of the Investment Committee, which is responsible for portfolio construction and management. Dan is also the President of Gambit Capital Management, LLC.
Dan has been in the Financial Services industry since 2012, serving as a Portfolio Manager at Vector Wealth Management. Dan earned a Bachelor of Arts degree in Economics and Finance with a minor in Business from Bethel University.
Dan holds the following designations:
- Certified Financial Analyst (CFA®)
Aron P. Frank
Associate Financial Planner
Aron Frank serves as Associate Financial Planner for Summit Advisor Group, LLC.
Aron has been in the Financial Services industry since 2021. Previously Aron served as a Financial Planning and Investment Analyst as well as Financial Paraplanner and Advisor at Woodbury Financial Group.
Get in Touch
Office
Address
Summit Advisor Group
7760 France Avenue South, Suite 1100
Bloomington, MN 55435
