Inactive

Chase R Erickson

Summit Wealth Group

Colorado Springs, CO

CRD 7927432

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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:

Current Employers

Summit Wealth Group

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Certified Financial Planner

View on SEC IAPD

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