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SUMMIT WEALTH GROUP LLC, CRD 335242
COLORADO SPRINGS, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DANIEL EARL COOK | Certified Financial Planner | COLORADO SPRINGS, CO | GREENWOOD VILLAGE, CO | 1 | 34 | 2 | no |
| TRACY DENA THORNLOW | n/a | COLORADO SPRINGS, CO | 1 | 27 | 3 | yes |
| ROSS W HAYCOCK | Certified Financial Planner | COLORADO SPRINGS, CO | 1 | 23 | 3 | yes |
| LACEY JORDAN | Certified Financial Planner|Chartered Financial Consultant | COLORADO SPRINGS, CO | 1 | 20 | 3 | yes |
| JASON JOHAN RUNUNG | Certified Financial Planner | COLORADO SPRINGS, CO | GREENWOOD VILLAGE, CO | 1 | 19 | 4 | yes |
| Liliya Gubceac | n/a | IVA, SC | COLORADO SPRINGS, CO | 1 | 19 | 1 | no |
| JAMES EUART COCHRAN | Certified Financial Planner | COLORADO SPRINGS, CO | MEMPHIS, TN | 1 | 17 | 2 | yes |
| JOSHUA JAY JERELE | Certified Financial Planner | LAKEWOOD, CO | COLORADO SPRINGS, CO | 1 | 11 | 3 | yes |
| DAVID ROYAL NOLAND | Certified Financial Planner | FRANKLIN, TN | COLORADO SPRINGS, CO | 1 | 15 | 2 | yes |
| STARR AMANDA PAULSON | n/a | GREENWOOD VILLAGE, CO | COLORADO SPRINGS, CO | 1 | 14 | 1 | no |
| Mitchel Tenbarge | n/a | GREENWOOD VILLAGE, CO | COLORADO SPRINGS, CO | 1 | 14 | 1 | no |
| DAKOTA BENJAMIN DAY | Certified Financial Planner | COLORADO SPRINGS, CO | 1 | 10 | 1 | no |
| Robert Michael Shelton | n/a | COLORADO SPRINGS, CO | MEMPHIS, TN | 1 | 13 | 2 | yes |
| NATHAN MATTHEW ARCHULETA | Certified Financial Planner | COLORADO SPRINGS, CO | 1 | 20 | 2 | yes |
| MARILYN J EISENHAUER | n/a | COLORADO SPRINGS, CO | 1 | 18 | 4 | yes |
| CHARLES RANDAL MORRIS | Certified Financial Planner|Chartered Financial Consultant | SCOTTSDALE, AZ | COLORADO SPRINGS, CO | 1 | 44 | 3 | yes |
| DAVID S NEWBY | Certified Financial Planner | SCOTTSDALE, AZ | COLORADO SPRINGS, CO | 1 | 19 | 4 | no |
| ROBERT S MARKS | Certified Financial Planner | COLORADO SPRINGS, CO | SCOTTSDALE, AZ | 1 | 16 | 3 | no |
| KURT WAYNE WHITESELL | Certified Financial Planner | RAPID CITY, SD | COLORADO SPRINGS, CO | 1 | 37 | 2 | yes |
| CHRISTOPHER ELDEN WELLS | Certified Financial Planner | COLORADO SPRINGS, CO | RIDGELAND, MS | 1 | 26 | 3 | no |
| LACEY ANNE MORRISON | n/a | MERIDIAN, MS | COLORADO SPRINGS, CO | 1 | 11 | 1 | no |
| Christian Kurt Whitesell | n/a | COLORADO SPRINGS, CO | RAPID CITY, SD | 1 | 13 | 1 | no |
| GARY WAYNE JAMES | Certified Financial Planner | COLORADO SPRINGS, CO | MERIDIAN, MS | 1 | 26 | 3 | no |
| Joshua Adam Oller | Certified Financial Planner | COLORADO SPRINGS, CO | RIDGELAND, MS | 1 | 14 | 1 | yes |
| Stephen Stewart Crawford | n/a | COLORADO SPRINGS, CO | MERIDIAN, MS | 1 | 10 | 1 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HAYCOCK, ROSS, W | VICE PRESIDENT | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| JORDAN, LACEY | VICE PRESIDENT, SENIOR FINANCIAL ADVISOR | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| MARKS, ROBERT, S | SENIOR FINANCIAL ADVISOR, VICE PRESIDENT | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| MORRIS, CHARLES, RANDAL | CHIEF EXECUTIVE OFFICER | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| NEMECHEK, CARMELLE, LYNN | CHIEF OPERATIONS OFFICER | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| SUMMIT WEALTH GROUP, INC. | Owner | E | yes | 05/2025 | Jul 14, 2026 | Jul 14, 2026 |
| WELLS, CHRISTOPHER, ELDEN | VICE PRESIDENT | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| WHITESELL, KURT, WAYNE | VICE PRESIDENT | Na | yes | 02/2025 | Jul 14, 2026 | Jul 14, 2026 |
| WILKINSON, SCOTT, EDWARD | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2025 | Jul 14, 2026 | Jul 14, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.3B | $2.3B | 80 | 29 | 10 | n/a | n/a |
| 2024 | Apr 7, 2025 | $0 | $0 | 69 | 25 | 9 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 6 | 2 | 4 | 5.7% | 0 | 1 | 0 | 6 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.3B | $0 | n/a | n/a | n/a | 80 | 69 | 10 | 9 |