Kaci Leigh Skidgel

Current Employers

Employment History

• 01/2007 → Present
  Summit Financial Group
  Tulsa, OK
• 11/2025 → Present
  K&C Family Holdings Llc
  Tulsa, OK
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Summit Capital Ventures, Inc
  Dallas, TX

Previous Registrations

• 2013-01-10 → 2013-09-03
  Walnut Street Securities, Inc.
  Tulsa, OK
  Oklahoma City, OK
  Dallas, TX

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 02/2009, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. YPO - YOUNG PRESIDENTS ORGANIZATION; INVESTMENT RELATED: NO; ADDRESS: N/A - DIFFERS FROM CHAPTER TO CHAPTER: EXECUTIVE NETWORKING GROUP; START DATE: 09/2017;: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 5; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 5; ORGANIZATIONAL PLANNING, DELEGATING COMMITTEES, RECRUITMENT, DEVELOP PROGRAMMING; 3. DBA SUMMIT FINANCIAL GROUP, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES STARTED 01/2017, PRESIDENT OF RETIREMENT PLANS , APX HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF SALES, SERVICE, AND SUPERVISING EMPLOYEES OF THE CORPORATE RETIREMENT PLANS. 4. SUMMIT FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LEGAL ENTITY START 4/2017, BRIEF DESCRIPTION OF DUTIES: LEGAL ENTITY THAT PAYS SALARY'S FOR SUMMIT. 5. DBA SUMMIT CONSOLIDATED GROUP, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, HOLDING COMPANY, START DATE: 1989 APX NUMBER OF HOURS PER WEEK: N/A APX NUMBER OF HOURS DURING TRADING HOURS: N/A, LISTED ON WEBSITE; 6. GOODWILL INDUSTRIES OF TULSA INVESTMENT RELATED: NO ADDRESS: 2800 SW BLVD, TULSA, OK 74107 , NON-PROFIT START DATE: 05/2018 ,BOARD MEMBER LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, UNPAID BOARD MEMBER; 7. RETIREMENT ADVISOR COUNCIL; INVESTMENT RELATED: NO; ADDRESS: 61 RAINBOW ROAD, EAST GRANBY, CT 06026; NATIONAL ORGANIZATION; START DATE: 01/2019; COUNCIL MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; WORKING WITH OTHERS RETIREMENT PLAN ADVISORS TO UNDERTAKE INITIATIVES IN RESEARCH, PUBLIC RELATIONS, EDUCATION, REGULATIONS AND PRACTICE MANAGEMENT; 8. IRONHORSE FINANCIAL GROUP; INVESTMENT RELATED: NO; ADDRESS: 1215 W OKMULGEE AVE MUSKOGEE, OK 74401; BOARD MEMBER; START DATE: 05/2023; BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES: SERVING ON HOLDING COMPANY BOARD AND AUDIT COMMITTEE AT HOLDING COMPANY LEVEL; 9. TULSA REGIONAL CHAMBER; INVESTMENT RELATED: NO; ADDRESS: 1 W. 3RD ST, TULSA, OK 74103; CHAMBER OF COMMERCE; START DATE: 9/2023;: BOARD OF DIRECTOR; APX # OF HRS/WK & DUR TRD HRS: 0.5; DUTIES: SERVING ON A BOARD TO ASSIST IN MAKING DECISIONS IN BENEFIT OF THE CITY OF TULSA; 10. NAME OF OTHER BUSINESS: FOLDS OF HONOR, INVESTMENT RELATED: NO, ADDRESS: 5971 N PATRIOT DRIVE, OWASSO, OK 74055, NATURE OF BUSINESS: NON-PROFIT, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS: 11. NAME OF OTHER BUSINESS: SUMMIT CAPITAL VENTURES, INC; INVESTMENT RELATED: NO; ADDRESS: 5420 LBJ FREEWAY, STE 1940, DALLAS, TX 75240; NATURE OF BUSINESS: HOLDING COMPANY; START: 10/2024; TITLE: OWNER; APX # OF HRS/WK & DUR TRD HRS: 1; DUTIES: CREATED TO HOLD PERSONAL INVESTMENTS; 12. NAME OF OTHER BUSINESS: K&C FAMILY HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY FOR ACQUISITIONS ; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR REAL ESTATE ACQUISITION, ACQUISITION OF OTHER INSURANCE COMPANIES OR BOOKS OF BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-21
• S63 Uniform Securities Agent State Law Examination
  2007-03-12

Other Names

• Kaci Leigh Young
• Kaie L Dinsmore
• Kaci Leigh Dinsmore