Meet Patrick Summit

Patrick Summit has been in the financial services industry since 2021 following graduation from Washington State University with degrees in both Finance and Economics.

As a financial advisor with Global Retirement & Investment Services, he supports individuals and families, small businesses, trusts, and non-profit organizations along their financial paths. He is knowledgeable in insurance and risk mitigation strategies, investment strategies and approaches, and goals-based financial planning.

A proud local of Washington State, Patrick can routinely be found exploring back-country camping or heading out with friends and family for a day trip to learn more about Washington’s rich cultures and history. He enjoys traveling to places near and far, golfing, and spending time with friends and family.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Patrick Summit is a financial advisor with, and securities and advisory services offered through LPL Financial (LPL), a Registered Investment Advisor and Broker-Dealer, (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services.  Securities and insurance offered through LPL, or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.