Keegan Ehrsam Vanmeter
Investment Adviser Representative at Summit Financial Strategies Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keegan Ehrsam VanMeter is an investment adviser representative with Summit Financial Strategies Inc in Columbus, OH, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 20
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Summit Financial Strategies Inc.Sep 2022 – no end date reportedColumbus, OH
- Summit Financial StrategiesMay 2022 – Aug 2022Columbus, OH
- PDS PlanningJun 2021 – Aug 2021Dublin, OH
- Ohio UniversityAug 2019 – Aug 2022Athens, OH
- Granville High SchoolNov 2015 – May 2019Granville, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Financial Strategies Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Up to $1,000,0000.75%
- $1,000,001 to $2,000,0000.65%
- $2,000,001 to $3,000,0000.55%
- $3,000,001 to $4,000,0000.45%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive planning, investment management, and retirement strategies
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Columbus, OH
- SEC file number:
- 801-50616
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Summit Financial Strategies Inc
Showing 12 of 20 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keegan Ehrsam Vanmeter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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