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Summit Financial Wealth Advisors is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional
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advisory firms like Summit Financial Wealth Advisors. Summit Financial Wealth Advisors, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles
Schwab & Co., Inc.

Summit Financial Wealth Advisors is an independently managed firm.

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Advisory services offered through Summit Financial Wealth Advisors, an independent Registered Investment Advisor. 

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326 Heymann Blvd. Lafayette, LA

Office: 337-232-1141

Fax: 337.232.1137   

712 Celebrity Dr. Ruston, LA*

Office: 318-255-1005

Fax: 318-255-1005

1890 Hudson Cir. Ste 1. Monroe, LA*

Office: 318-323-3752

Fax: 318-387-4511

6425 Youree Dr. Ste 285. Shreveport, LA*


Fax: 318-387-4511

*This location is not affiliated with or a registered branch of Cetera Advisor Networks LLC.

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