This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SUMMIT FINANCIAL STRATEGIES INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Feb 5, 2021

First registration

Nov 10, 2020

Dual registered

no

Other names

Chris Bartkowski|CHRISTOPHER BARTKOWSKI

IAPD individual key

5217072

• Occurred

  Sep 6, 2023
  Advisor changed firm

  Christopher Stanley Bartkowski left Corient for Summit Financial Strategies Inc (registered 2024-06-28)

  Form ADVobserved 4 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Christopher Stanley Bartkowski left Budros, Ruhlin & Roe for Corient (registered 2022-11-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:73e8a5e6-0cb9-9b4c-e935-dca21fd06a4c

First observed

Nov 10, 2020

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.