Joseph M. Pheifer CFP, CFS
Joseph Pheifer began his financial planning career in the early 1990s with IDS Financial Services and quickly rose through the ranks. In 1994 he was invited to participate in IDSs Presidents Advisory Council. It was also in 1994 that Joseph left IDS to become President of Summit Financial Consultants, Inc. so he could focus on the aspects of the client/advisor relationship that are most important to clients personalization, trust, and communication.
At Summit Financial Consultants, Inc. he has been able to maintain clients personal best interests as top priority while advising them on their journey to work towards their financial goals. He is a Registered Principal and Office of Supervisory Jurisdiction Manager of LPL Financial, a national Broker-Dealer. Joseph obtained his Certified Financial Planner through the College for Financial Planning in addition of being a Certified Funds Specialist.
Joseph participates in ongoing continued education courses to ensure he is always up to date with the most current industry regulations and trends. Joseph specializes in Retirement Planning, business 401Ks, asset management, estate planning, business continuation planning, as well as general investment advice and management.
Joseph resides in Hampton, IL with the love of his life , Stacy, and their two dogs Daisy and Sophie. He has three children and two granddaughters. In his free time he is an avid boater, an automotive enthusiast and enjoys spending time with Stacy and their constant companions Daisy.
LPL General Securities Principal
LPL General Securities Representative
LPL Investment Adviser Representative
Life, Health & Variable Annuity Insurance License through LPL Financial
FINRA Series -65, 7, 24, 63, 97, 98 through LPL Financial
Registered Securities Representative in:
FL, IA, IL, IN, KY, MN, NC, ND, NE, NY, PA, TN, TX, VA, WA, WI
Certified Funds Specialist