Alisha Crystal Butterfield

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 10/2022
  Whitesell Financial Group
  Rapid City, SD
• 10/2022 → Present
  Summit Wealth Group, Inc.
  Rapid City, SD

Previous Registrations

• 2016-03-17 → 2025-05-01
  Commonwealth Financial Network
  Rapid City, SD

Other Businesses

Co-Owner, Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2023; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-25

Other Names

• Alisha C Clark
• Alisha C Butterfield