Kimberlee K. McKinseyMarketing Coordinator
Phone: 925.866.7800 Kimberlee Kelso McKinsey is our Marketing Coordinator. Kimberlee is responsible for our marketing based events and communications. A graduate from Arizona State University with a degree in Marketing, Kimberlee now resides in Livermore with her husband, Montana, and dog, Kirby. She enjoys the Oakland A's, cooking, wine, reality TV, movies, travel and the company of her friends and family. 
|
||
|
2000 Crow Canyon Place Suite 450 Phone: 925.866.7800 |
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583 . (925) 866-7800 or (866) 945-2699.
Securities & Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Summit Financial Group is independently owned & operated.
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.