Best Investors Account Sign in
Inactive

Mckenna Claire Bolger

Summit Wealth Strategies

Denver, CO

Claim This Profile
Current Employers
Summit Wealth Strategies

425 S Cherry St. Suite 840, Denver, CO 80246 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-24
MN RA APPROVED 2026-08-24
WY RA APPROVED 2026-08-24
  • CO RA
    APPROVED
    Since 2026-08-24
  • MN RA
    APPROVED
    Since 2026-08-24
  • WY RA
    APPROVED
    Since 2026-08-24

Branch Locations

425 S Cherry St. Suite 840, Denver, CO 80246 • 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
Tasty Harmony Fort Collin CO 08/2016 12/2016
Student Fort Collins CO 12/2016 07/2018
Whole Foods Market Denver CO 07/2018 04/2022
Unemployed - Looking For Work Denver CO 04/2022 11/2022
Whole Foods Market Denver CO 11/2022 02/2023
Summit Wealth Strategies Denver CO 03/2023 Present
Summit Wealth Asset Management Llc Dba Summit Wealth Strategies Denver CO 06/2026 Present
  • 08/2016 → 12/2016
    Tasty Harmony
    Fort Collin, CO
  • 12/2016 → 07/2018
    Student
    Fort Collins, CO
  • 07/2018 → 04/2022
    Whole Foods Market
    Denver, CO
  • 04/2022 → 11/2022
    Unemployed - Looking For Work
    Denver, CO
  • 11/2022 → 02/2023
    Whole Foods Market
    Denver, CO
  • 03/2023 → Present
    Summit Wealth Strategies
    Denver, CO
  • 06/2026 → Present
    Summit Wealth Asset Management Llc Dba Summit Wealth Strategies
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-24
  • S65 Uniform Investment Adviser Law Examination
    2026-08-24

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor