Dustin Edward Burkhart

Employer firm

Summit Wealth And Retirement Partners CRD 285972

$978M regulatory AUM 10 advisory clients

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:

Current Employers

Summit Wealth And Retirement Partners

435 E Shore Drive Suite 220, Eagle, ID 83616 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-11-03
ID	RA	APPROVED	2022-11-02
CA	RA	APPROVED	2022-11-01
OH	RA	APPROVED	2022-11-01

TX RA
APPROVED_RES

Since 2022-11-03
ID RA
APPROVED

Since 2022-11-02
CA RA
APPROVED

Since 2022-11-01
OH RA
APPROVED

Since 2022-11-01

Branch Locations

Westfield Center, OH • United States

435 E Shore Drive Suite 220, Eagle, ID 83616 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Student	Akron	OH	01/2004	05/2017
Wayne Savings Community Bank	Wooster	OH	08/2020	03/2021
Whitaker-Myers Wealth Managers, Ltd.	Wooster	OH	03/2021	10/2022
Student	Akron	OH	01/2017	12/2020
21St Century Financial	Akron	OH	05/2019	08/2019
Summit Wealth And Retirement Partners	Westfield Center	OH	10/2022	Present
Summit Tax Planning Inc.	Westfield Center	OH	01/2024	Present

01/2004 → 05/2017

Student

Akron, OH
08/2020 → 03/2021

Wayne Savings Community Bank

Wooster, OH
03/2021 → 10/2022

Whitaker-Myers Wealth Managers, Ltd.

Wooster, OH
01/2017 → 12/2020

Student

Akron, OH
05/2019 → 08/2019

21St Century Financial

Akron, OH
10/2022 → Present

Summit Wealth And Retirement Partners

Westfield Center, OH
01/2024 → Present

Summit Tax Planning Inc.

Westfield Center, OH

Previous Registrations

2021-04-30 → 2022-10-24

Whitaker-Myers Wealth Managers, Ltd.

Mansfield, OH

Wooster, OH

Other Businesses

Summit Tax Planning, Inc. not investment-related 2000 Crow Canyon, Suite 400, San Ramon, CA 94583 tax preparation Contractor - Tax Preparer 1/1/2024 30 hours per month 10 hours during trading Prepare tax returns

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-30

S65 Uniform Investment Adviser Law Examination

2021-04-30

Designations

Certified Financial Planner

Other Names

Dustin E Burkhart

View on SEC IAPD