Tracy Dena Thornlow

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

• 05/2015 → 04/2025
  Commonwealth Financial Network
  San Diego, CA
• 05/2023 → Present
  Summit Wealth Group
  Colorado Springs, CO
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO
• 05/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2015-05-04 → 2025-05-01
  Commonwealth Financial Network
  Colorado Springs, CO
  San Diego, CA
  Colorado Springs, CO
• 2015-01-02 → 2015-05-05
  Msi Financial Services, Inc.
  Colorado Springs, CO
• 2003-04-28 → 2015-01-02
  New England Securities
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1. Summit Wealth Group. Investment related. At Registered Location. Fixed insurance. Agent. 5/4/2015. 1. 1 hour spent during securities trading hours. Provide Insurance advice based on the needs of client(s). 2. 2 Ladies LLC. Non-Investment Related. 2510 N Cascade Ave Colorado Springs, CO 80907. Real Estate. Owner. 5/15/2019. 0. 0 during securities trading hours. an entity created for the purpose of buying and managing commercial real estate. 3. Rentals Real Estate. Non-Investment Related. 1432 S. Dale Circle Denver, CO. Rental Property. Owner. 5/26/2021. 0. 0 during securities trading hours. Rental Property. 4. TT Financial, LLC. Non-Investment Related. 13710 Struthers Road, Suite 115 Colorado Springs, CO 80921. Support Company. Owner. 3/26/2024. 2. 2 during securities trading hours. a private entity established to facilitate securities, advisory, and insurance business. 5. Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. 5/1/2025. 160. 160 during securities trading hours. Service clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-21
• S65 Uniform Investment Adviser Law Examination
  1998-09-21

Other Names

• Tracy Dena Adams