John E. Tenley

SUMMIT ADVISOR GROUP

BLOOMINGTON, MN 55435

Some features on this profile are disabled

CRD#: 4983645

Professional summary

John Edward Tenley is a registered financial advisor currently at SUMMIT ADVISOR GROUP located in Bloomington, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

STONE SUMMIT CAPITAL, WHICH OPERATED AS A DBA OF SNS FINANCIAL GROUP, LLC., INVESTMENT RELATED, 1650 WEST 82ND STREET STE. 675 BLOOMINGTON, MN 55431.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Tenley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 7, 2023 - Present

SUMMIT ADVISOR GROUP

Office #1: 3601 Minnesota Dr Suite 960, Bloomington, MN 55435

RIA

CRD#: 324490

BLOOMINGTON, MN

Past

October 8, 2014 - June 12, 2023

VECTOR WEALTH MANAGEMENT

RIA

CRD#: 152667

BLOOMINGTON, MN

Past

October 5, 2006 - October 8, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

April 4, 2006 - October 8, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(4/7/2023)

IAR

Texas
(7/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/8/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2006

General Securities Representative Examination

Current Firm

SUMMIT ADVISOR GROUP

SUMMIT ADVISOR GROUP | SUMMIT ADVISOR GROUP LLC

CRD#: 324490 / SEC#:

Minnesota

Registered Investment Advisory firm - (4/7/2023 Approved)

Texas

Registered Investment Advisory firm - (7/26/2023 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3601 Minnesota Dr Suite 960, Bloomington, MN 55435

Mailing Address

Phone number

(612) 474-0739

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 40,443,988

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John E. Tenley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Tenley's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT ADVISOR GROUP

VECTOR WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2006

SIE

Date: 10/8/2014

Series 7

Date: 4/3/2006

Current Firm

SUMMIT ADVISOR GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SUMMIT ADVISOR GROUP

TRUST BUT VERIFY

Similar Advisors