PPrivate Fund Data Log in Join · $37/mo

Wendy S Trout

Vice PresidentSummit Financial Strategies IncCRD 5154084

About Wendy S Trout

Wendy S Trout is listed as Vice President at Summit Financial Strategies Inc in Columbus, OH. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Summit Financial Strategies Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wendy S Trout work?

Wendy S Trout is listed as Vice President at Summit Financial Strategies Inc on SEC Form ADV.

How much of Summit Financial Strategies Inc does Wendy S Trout own?

Form ADV reports a beneficial ownership band of 10-25%.

Summit Financial Strategies Inc

TitleVice President
Ownership10-25%
Control personNo
Since2017
View Summit Financial Strategies Inc →