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Financial ADVSR advisor directory · SEC adviser records

Summit Wealth Group financial advisors

Every SEC-registered investment adviser representative at Summit Wealth Group, by the state and city of the office they work from.

34 registered advisors work at Summit Wealth Group, in 7 states and 8 cities; the most are in Colorado Springs, CO (26). 0 list the CFP designation and 16 are also registered broker representatives.

Search every Summit Wealth Group advisor by name →Summit Wealth Group: assets, clients and custodians →

Cities with the most Summit Wealth Group advisors

Colorado Springs, CO 26Portland, OR 2Estero, FL 1Greenwood Village, CO 1Holland, MI 1Meridian, MS 1Rapid City, SD 1Scottsdale, AZ 1

Summit Wealth Group advisors by state

Summit Wealth Group in Colorado 27

Colorado Springs 26Greenwood Village 1

Summit Wealth Group in Oregon 2

Portland 2

Summit Wealth Group in Arizona 1

Scottsdale 1

Summit Wealth Group in Florida 1

Estero 1

Summit Wealth Group in Michigan 1

Holland 1

Summit Wealth Group in Mississippi 1

Meridian 1

Summit Wealth Group in South Dakota 1

Rapid City 1

Questions

How many financial advisors does Summit Wealth Group have?

34 investment adviser representatives are registered with Summit Wealth Group, according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 8 cities. 0 list the CFP designation and 16 are also registered as broker representatives.

Where does Summit Wealth Group have the most advisors?

Colorado Springs, CO, with 26 registered advisors, then Portland, OR (2). By state, Colorado has the most, with 27.

How do I find a Summit Wealth Group financial advisor near me?

Pick your state below, then your city, to see every Summit Wealth Group advisor registered at an office there. Each one 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. An advisor registered at Summit Wealth Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →