Ellen Weed has been Vice President of Summit Financial Advisors since July 2007, is a control person of the firm and directly owns between 10% and 25% of it. Ellen Weed holds a Bachelor of Arts in Political Science from Ohio University.
Summit Financial Advisors, Inc. is a Middletown, OH firm with $233M under management, 139 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Ellen M. Weed is Vice President of Summit Financial Advisors, Inc., based in Middletown, Ohio. She is a personal financial planner specializing in client service and comprehensive financial planning. She began working for IPFP, Inc. (now SFA, Inc.) in 2002 and works with individuals and families to tailor financial plans to their specific needs.
Ellen Weed’s longest registration is the current one, 19 years at Summit Financial Advisors since 2007. Before joining Summit Financial Advisors in 2007, Ellen Weed was registered through Ipfp, Inc.
- – present · 19 yearsMiddletown, OH · Adviser representative · Firm CRD 145007
- Ipfp, Inc.– · 4 yearsManhatten Beach, CA · Adviser representative · Firm CRD 120314
Professional designations
Listed by Summit Financial Advisors
- CFP®
Investment adviser representative registrations
Ellen Weed is registered as an investment adviser representative in 2 states. The first approvals date from September 2007; the most recent is California, in October 2007.
- CaliforniaSince 19 October 2007
- OhioSince 13 September 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ellen Marie Weed
- CRD
- 4712621
- Firm
- Summit Financial Advisors · CRD 145007
- Role
- Vice President
- Office
- 300 N. MAIN STREET, SUITE 500, Middletown, OH 45042
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfadvisorsinc.com
Where does Ellen Weed work?
Ellen Weed has been Vice President of Summit Financial Advisors, Inc. since July 2007, and is a control person of the firm.
Is Ellen Weed a financial advisor?
Yes. Ellen Weed has a current investment-adviser registration in California and Ohio, through Summit Financial Advisors since September 2007.
How many years of experience does Ellen Weed have?
Ellen Weed has 23 years in the financial industry, since October 2003, across 2 adviser firms.
What exams has Ellen Weed passed?
Ellen Weed passed the Series 65 in October 2003.
Where is Ellen Weed based?
Ellen Weed’s registered office is in Middletown, OH.
Is Ellen Weed registered with FINRA?
No. Ellen Weed has no current broker registration.
Is Ellen Weed a CFP?
Summit Financial Advisors lists Ellen Weed with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Ellen Weed’s record?
Search CRD 4712621 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ellen Weed’s full registration record.
