Financial ADVSR advisor directory · SEC adviser records
Summit Wealth Group financial advisors in Colorado Springs, CO
Every SEC-registered investment adviser representative at a Summit Wealth Group office in Colorado Springs, A to Z.
The short answer
22 registered advisors work at Summit Wealth Group in Colorado Springs, out of 36 at the firm nationwide; it ranks number 10 in the city by advisors. 11 list the CFP designation and 10 are also registered broker representatives.
Summit Wealth Group advisors in Colorado Springs, A to Z
Every Summit Wealth Group advisor →- Nathan M. ArchuletaCertified Financial Planner · Also a broker rep
- Alisha C. ButterfieldInvestment adviser rep
- Michael R. ComstockCertified Financial Planner
- Stephen S. CrawfordAlso a broker rep
- Dakota B. DayCertified Financial Planner
- Marilyn J. EisenhauerAlso a broker rep
- Chase R. EricksonCertified Financial Planner
- Christine L. GarciaCertified Financial Planner
- Douglas S. HardyCertified Financial Planner · Also a broker rep
- Ross W. HaycockCertified Financial Planner · Also a broker rep
- Lacey JordanCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Charles R. MorrisCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Lacey A. MorrisonInvestment adviser rep
- Jason J. RunungCertified Financial Planner · Also a broker rep
- Robert M. SheltonAlso a broker rep
- Heather R. SolleyInvestment adviser rep
- Mitchel TenbargeInvestment adviser rep
- Tracy D. ThornlowAlso a broker rep
- Gabriel P. TurnerInvestment adviser rep
- Joshua P. WillinkInvestment adviser rep
- Jane M. YoungCertified Financial Planner
- Matthew F. ZaczykInvestment adviser rep
Summit Wealth Group advisors in every city and state →Summit Wealth Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Wealth Group advisors in other cities
Greenwood Village, CO 2Portland, OR 2Rapid City, SD 2Scottsdale, AZ 2Estero, FL 1Franklin, TN 1Iva, SC 1Lakewood, CO 1Memphis, TN 1Ridgeland, MS 1
Other firms in Colorado Springs
All Colorado Springs advisors →T. Rowe Price Advisory Services, Inc. 173LPL Financial LLC 49Edward Jones 48Strategic Advisers LLC 38Morgan Stanley 34Raymond James Financial Services Advisors, Inc. 33T. Rowe Price Associates, Inc. 33Cetera Investment Advisers LLC 23J.P. Morgan Securities LLC 22Ausdal Financial Partners, Inc. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Pfs Investments Inc. 18
Questions
How many financial advisors does Summit Wealth Group have in Colorado Springs?
22 investment adviser representatives are registered at Summit Wealth Group offices in Colorado Springs, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 36 nationwide. 11 list the CFP designation and 10 are also registered as broker representatives.
Is Summit Wealth Group one of the largest advisor employers in Colorado Springs?
Summit Wealth Group ranks number 10 in Colorado Springs by registered advisors; T. Rowe Price Advisory Services, Inc. has the most, with 173.
How do I check a Summit Wealth Group advisor in Colorado Springs?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summit Wealth Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.