Lena S. Ormond

SUMMIT FINANCIAL WEALTH ADVISORS

Monroe, LA 71201

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CRD#: 6700395

Professional summary

Lena Satge Ormond, who also goes by Lena Satge, is a registered financial advisor currently at SUMMIT FINANCIAL WEALTH ADVISORS located in Monroe, Louisiana.

Lena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lena has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lena Satge

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.

(1) Insurance (2) LSatge LLC; INVESTMENT RELATED: NO ; ADDRESS: 143 Bartholomew Drive, Sterlington, LA 71280; NATURE OF BUSINESS: Holding Company START DATES 01/2024; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: MINIMAL; APX NUMBER OF HOURS DURING TRADING HOURS NONE; BRIEF DESCRIPTION OF DUTIES: holding company for partial ownership in Southerrn Asset Managers, - the management company of Summit Financial

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lena Satge Ormond's CRS (Customer Relationship Summary).

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

September 15, 2016 - Present

SUMMIT FINANCIAL WEALTH ADVISORS

Office #1: 1890 Hudson Circle Suite 1, Monroe, LA 71201

RIA

CRD#: 171278

Monroe, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

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

Louisiana
(9/15/2016)

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 65

Date: 9/15/2016

Uniform Investment Adviser Law Examination

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS | SUMMIT FINANCIAL WEALTH ADVISORS, LLC

CRD#: 171278 / SEC#: 801-79686

RIA

Registered Investment Advisory firm - (5/21/2014 Approved)

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Contact information

Main Address

1021 E. St. Mary Blvd., Lafayette, LA 70503

Mailing Address

P O Box 53007, Lafayette, LA 70505

Phone number

(337) 232-1141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL WEALTH ADVISORS DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,620
AUM (Assets Under Management)	$ 1,421,450,420

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.

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Lena S. Ormond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lena Satge Ormond's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL WEALTH ADVISORS

Primary Firm SEC Registration

SUMMIT FINANCIAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2016

Current Firm

SUMMIT FINANCIAL WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT FINANCIAL WEALTH ADVISORS

TRUST BUT VERIFY

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