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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| SD | RA | APPROVED | 2025-04-28 |
Branch Locations
817 9Th Street, Rapid City, SD 57701 • United States
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2007 | 05/2025 |
| Whitesell Financical Group | Rapid City | SD | 04/2007 | 10/2022 |
| Summit Wealth Group Inc. | Rapid City | SD | 10/2022 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
1. Summit Wealth Group. Investment Related. At registered location. RIA. Financial Advisor. Start date: 05/2025. 160 hrs/month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurnace. Agent. Start date: 05/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment Related. At registered location. Fixed/Traditional Insurnace. Agent. Start date: 05/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 4. Whitesell Properties LLC. Not Investment Related. At registered location. Real Estate Rentals. Owner. Start date: 04/2005. 4 hrs/month; 1 during trading hours. Maintain property and make adjustments to rents as needed. 5. Summit 29029 LLC. Not investment related. 4511 Winestone Lane, Rapid City, SD 57702. Operating LLC. Owner. Start date: 09/2022. 2 hrs/month; all during trading hours. Income received is 1099 income from Summit Wealth Group. 6. Loki's Legacy Reinsurance Company Inc. Investment related. 4511 Winestone Lane, Rapid City, SD 57702. Reinsurance. Owner. Start date: 10/2023. 2 hrs/month; all during trading hours. 50% owner of private entity, acting as president, spend 2% of work hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-16 |
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