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425 S Cherry St. Suite 840, Denver, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-02-12 |
| MN | RA | APPROVED | 2024-12-16 |
| CO | RA | APPROVED | 2024-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Futurity First | Denver | CO | 02/2014 | 12/2017 |
| Redhawk Wealth Advisors, Inc | Minneapolis | MN | 06/2014 | 12/2017 |
| Summit Wealth Financial Planners, Llc | Denver | CO | 10/2017 | 02/2018 |
| Resources Investment Advisors | Overland Park | KS | 02/2018 | 06/2021 |
| Summit Wealth Strategies, Llc | Denver | CO | 01/2014 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 07/2021 | 03/2025 |
| Summit Wealth Asset Management | Denver | CO | 08/2024 | Present |
1) Summit Wealth Strategies, LLC; Insurance & Investment Services since 01/2014; 425 S. Cherry St, Ste 840, Denver, CO 80246; Financial Services; Managing Director; 160 Hours Per Month with all 160 Hours Being During Trading Hours. 2) The Impact Partnership, LLC is an insurance marketing organization ("IMO"). Non-Investment Related. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: 425 S. Cherry St Suite 840, DENVER, CO 80246. Life insurance agent start date for this OBA: 02/2021. 160 hours per month - with all 160 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 3) The Deferred Tax Strategy; Non Investment Related; 425 S. Cherry St Ste 840 Denver, CO, 80246; Marketing Program; Managing Director; 8/4/2023; 10hrs/Mo; 5hrs/Mo during Securities Trading Hours. Develop marketing strategies to exclusive Financial Advisors and Insurance Agents. 4) Summit Wealth Marketing Co.; Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-09 |
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