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Inactive

Chase R Erickson

Summit Wealth Group

Colorado Springs, CO

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Current Employers
Summit Wealth Group

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-05
  • CO RA
    APPROVED
    Since 2026-06-05

Branch Locations

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • 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
Manhattan High School Manhattan KS 06/2016 06/2020
Kansas State University Manhattan KS 06/2020 07/2022
Cgn Advisors Llc Manhattan KS 07/2022 05/2024
Summit Wealth Group Colorado Springs CO 05/2024 Present
  • 06/2016 → 06/2020
    Manhattan High School
    Manhattan, KS
  • 06/2020 → 07/2022
    Kansas State University
    Manhattan, KS
  • 07/2022 → 05/2024
    Cgn Advisors Llc
    Manhattan, KS
  • 05/2024 → Present
    Summit Wealth Group
    Colorado Springs, CO
Designations

View on SEC IAPD

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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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