Starr Amanda Paulson

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

• 08/2012 → Present
  Summit Wealth Group
  Lone Tree, CO
• 01/2015 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO

Previous Registrations

• 2022-03-30 → 2025-05-05
  Commonwealth Financial Network
  Greenwood Village, CO
  Castle Rock, CO

Other Businesses

Co-Owner, Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; as of January, 2019; 0% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-28

Other Names

• Starr Amanda Morris
• Starr Nagai
• Starr Amanda Nagai