Financial ADVSR advisor directory · SEC adviser records
Summit Wealth Group financial advisors in Colorado
Every SEC-registered investment adviser representative at a Summit Wealth Group office in Colorado, by city and A to Z.
27 registered advisors work at Summit Wealth Group in Colorado, out of 34 nationwide; it's the firm's number 1 state by advisors, and the most are in Colorado Springs (26). 16 list the CFP designation and 14 are also registered broker representatives.
Summit Wealth Group advisors by city in Colorado
Every firm in Colorado →Summit Wealth Group advisors in Colorado, A to Z
Search by name →- Nathan M. ArchuletaColorado Springs · Certified Financial Planner
- Alisha C. ButterfieldColorado Springs
- James E. CochranColorado Springs · Certified Financial Planner
- Michael R. ComstockColorado Springs · Certified Financial Planner
- Daniel E. CookGreenwood Village · Certified Financial Planner
- Stephen S. CrawfordColorado Springs
- Dakota B. DayColorado Springs · Certified Financial Planner
- Marilyn J. EisenhauerColorado Springs
- Chase R. EricksonColorado Springs · Certified Financial Planner
- Liliya GubceacColorado Springs
- Rachel GustafsonColorado Springs · Certified Financial Planner
- Douglas S. HardyColorado Springs · Certified Financial Planner
- Ross W. HaycockColorado Springs · Certified Financial Planner
- Joshua J. JereleColorado Springs · Certified Financial Planner
- Lacey JordanColorado Springs · Certified Financial Planner, Chartered Financial Consultant
- Charles R. MorrisColorado Springs · Certified Financial Planner, Chartered Financial Consultant
- David S. NewbyColorado Springs · Certified Financial Planner
- David R. NolandColorado Springs · Certified Financial Planner
- Joshua A. OllerColorado Springs · Certified Financial Planner
- Starr A. PaulsonColorado Springs
- Jason J. RunungColorado Springs · Certified Financial Planner
- Robert M. SheltonColorado Springs
- Mitchel TenbargeColorado Springs
- Tracy D. ThornlowColorado Springs
- Gabriel P. TurnerColorado Springs
- Christian K. WhitesellColorado Springs
- Matthew F. ZaczykColorado Springs
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Questions
How many Summit Wealth Group financial advisors are in Colorado?
27 investment adviser representatives are registered at Summit Wealth Group offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 34 at the firm nationwide. 16 list the CFP designation and 14 are also registered as broker representatives.
Where in Colorado does Summit Wealth Group have the most advisors?
Colorado Springs, with 26, then Greenwood Village (1). Summit Wealth Group has advisors in 2 cities in Colorado.
How do I check a Summit Wealth Group advisor in Colorado?
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.