Alan Charles Deetjen

Current Employers

Summa Wealth Management

Blanco, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-11-07

TX RA
APPROVED

Since 2016-11-07

Branch Locations

Blanco, TX • 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
Summa Financial Services	Georgetown	TX	01/2014	Present
Summa Wealth Management	Georgetown	TX	04/2016	Present
Summaiq	Georgetown	TX	02/2015	Present
Summa Life	Georgetown	TX	01/2014	Present
Alan Deetjen, Attorney At Law	Georgetown	TX	11/1980	Present

01/2014 → Present

Summa Financial Services

Georgetown, TX
04/2016 → Present

Summa Wealth Management

Georgetown, TX
02/2015 → Present

Summaiq

Georgetown, TX
01/2014 → Present

Summa Life

Georgetown, TX
11/1980 → Present

Alan Deetjen, Attorney At Law

Georgetown, TX

Previous Registrations

2008-09-04 → 2013-12-31

Onyx Wealth Advisors, Inc.

Dallas, TX

Other Businesses

1-SUMMA LIFE, Georgetown, TX, START DATE 01/2014, PRESIDENT, FIXED INSURANCE SALES, 10 HRS/M, 50% during securities trading hours. 2 - SUMMAIQ, Georgetown, TX, START DATE 02/2015, President, DUE DILIGENCE CONSULTING, 10 HRS/M, 75% during securities trading hours. 3 - ALAN C. DEETJEN ATTORNEY AT LAW, Blanco, TX. START DATE 11/1980, OWNER AND ATTORNEY, 10 HRS/M, 50% during securities trading hours. 4- Summa Financial Services, Georgetown, TX, Start date 01/2014, Owner & President, 0 HRS during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-07-17

S63 Uniform Securities Agent State Law Examination

1998-07-17

Designations

View on SEC IAPD