Our Team

Nik Linton

CFA®

Financial Advisor

Nik works closely with Cody Smith and Nathan Bennett to deliver valuable planning solutions to business owners and successful professionals.

 

After 7 years in various analyst, trading, and operations roles at BlackRock and Franklin Templeton, Nik discovered his true passion (even more than fancy spreadsheets and number crunching): helping clients tackle complex financial hurdles, managing risk, and harnessing the wealth creation power of the markets.

 

Nik earned his bachelor’s degree at Wheaton College in Illinois, where he traveled across the U.S. with Wheaton’s Rowing Team and founded the college’s first skydiving club, aptly named “The Frequent Fallers.” To finance his Wheaton College education, he spent summers selling Cutco Cutlery door to door, eventually achieving national recognition during his junior year!

 

Over a decade after college, Nik remains an avid student of the business. In September 2016 Nik earned the Chartered Financial Analyst designation to further hone his skills and increase his investment knowledge for the benefit of his clients.

 

An East-Bay native from Orinda, Nik enjoys married life in Castro Valley with his wife, Audrey, and their daughter, Calista, whom they welcomed in August 2018. Nik enjoys all things outdoors: snow-boarding, wake-boarding, hiking, and fishing. He was classically trained as a pianist growing up and more recently has become a guitar enthusiast, evident in his increasing collection of vintage guitars. Nik and Audrey enjoy remaining actively involved with their church and helping those in need. They are proud sponsors of children through World Vision, a non-profit that has provided food and education to over 3 million children globally.

 

 

Nik Linton is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Summit Financial Group, LLC is independently owned and operated. 2625554 07.2019

Check the background of this investment professional on FINRA BrokerCheck

 

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