Christian Kurt Whitesell

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 10/2023
  Rolling Hills Healthcare
  Belle Fourche, SD
• 09/2022 → 12/2023
  Avantara Arrowhead
  Rapid City, SD
• 07/2019 → 06/2022
  University Of South Dakota
  Vermillion, SD
• 05/2018 → 07/2019
  Hanson Physical Therapy
  Rapid City, SD
• 08/2013 → 05/2018
  University Of South Dakota
  Vermillion, SD
• 11/2023 → Present
  Summit Wealth Group, Inc.
  Rapid City, SD
• 03/2024 → 04/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2025 → Present
  Summit Wealth Group Llc
  Rapid City, SD

Previous Registrations

• 2024-10-28 → 2025-05-06
  Commonwealth Financial Network
  Rapid City, SD

Other Businesses

Soccer Coach, Spearfish High School; Located in Spearfish, SD, as of 8/05/2024; 5% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-21