Bettendorf-based Summit Financial Consultants, Inc., merges with IHMVCU Investment Services

Bettendorf-based Summit Financial Consultants, Inc., merges with IHMVCU Investment Services

September 14, 2021

Bettendorf, IA, September 15, 2021 – IHMVCU Investment Services announces the expansion of its firm through a merger with Summit Financial Consultants, Inc. Upon the closing of the transaction, Summit Financial Consultants, Inc. has been renamed IHMVCU Investment Services.

The merger expands IHMVCU Investment Service’s presence in the Quad Cities area, expands the services and resources of the prior Summit Financial and enhances the overall firm’s financial planning capabilities.

Summit Financial Consultants, Inc., founded by Joseph Pheifer, CFP, has been providing financial planning and investment services guided by experience and integrity for more than 30 years. “IHMVCU Investment Services shares our values and exceeds our hopes for a firm we can combine with and continue our tradition of excellent service, deep expertise, and a family-like environment our clients and team want to be a part of. I believe a larger organization will allow us to provide our clients a wider array of services,” says Pheifer.

IHMVCU Investment Services has been helping clients with their financial well-being for more than a decade through building wealth outside of income to financing retirement or education and beyond.

“We’re really excited with the addition of Joe’s expertise and experience,” says Andrew Grothe, IHMVCU senior vice president of Wealth Management. “But finding a partner that cares about the client the way we care about the member was our number one priority. It’s just a good fit.”

Both IHMVCU Investment Services and Summit Financial Consultants, Inc., work with LPL Financial, the nation’s number one independent broker-dealer.

A ribbon cutting and open house will be held in November at the Bettendorf location.

LPL Tracking #:1-05186190