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Matthew Francis Zaczyk

Summit Wealth Group

Colorado Springs, CO

Franklin, TN

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Current Employers
Summit Wealth Group

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-06-15
  • TN RA
    APPROVED
    Since 2026-06-15

Branch Locations

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States

725 Cool Springs Blvd, Suite 460, Franklin, TN 37067 • 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
OrganizationCityStateFromTo
Liberty University Lynchburg VA 05/2017 05/2020
Liberty University Lynchburg VA 08/2020 05/2022
Mountain Commerce Bank Knoxville TN 05/2018 01/2020
Holistic Home Llc Lynchburg VA 03/2021 05/2023
Mountain Commerce Bank Knoxville TN 05/2023 08/2023
The Trust Company Of Tennessee Knoxville TN 11/2023 05/2026
Summit Wealth Group, Llc Colorado Springs CO 05/2026 Present
Christian Academy Of Knoxville Knoxville TN 07/2013 05/2017
  • 05/2017 → 05/2020
    Liberty University
    Lynchburg, VA
  • 08/2020 → 05/2022
    Liberty University
    Lynchburg, VA
  • 05/2018 → 01/2020
    Mountain Commerce Bank
    Knoxville, TN
  • 03/2021 → 05/2023
    Holistic Home Llc
    Lynchburg, VA
  • 05/2023 → 08/2023
    Mountain Commerce Bank
    Knoxville, TN
  • 11/2023 → 05/2026
    The Trust Company Of Tennessee
    Knoxville, TN
  • 05/2026 → Present
    Summit Wealth Group, Llc
    Colorado Springs, CO
  • 07/2013 → 05/2017
    Christian Academy Of Knoxville
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
Other Names
  • Matthew Zaczyk

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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