Summit Wealth Group: Detailed Company Information & Corporate Profile

Contact top employees from Summit Wealth Group

Summary

Summit Wealth Group is a private company that has been in the industry for 41 years. The business currently specializes in Financial Services area. Summit Wealth Group's headquarter is located at Colorado Springs, Colorado, USA. The number of employees is at least 25. Register with SignalHire to connect with Summit Wealth Group employees and management.

Summit Wealth Group Websitesummitwealthgroup.com
Social Links
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Phone Number1-719-633-4033, 877-320-0379
Industries
Summit Wealth Group Headquarters address13710 Struthers Road, Colorado Springs, Colorado, 80921 US
Company Size100-200 employees
SpecialtiesAccumulation Planning, Risk Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Financial Advisor, Financial Advising, College Planning, Certified Financial Planner, Tax Planning, Accounting, Tax Preparation, Investment Management
SIC Code7380
DMA CodeColorado Springs Metropolitan Area
Founded2002
Operating StatusIndependent Company

Summit Wealth Group Org Chart

Chief Executive Officer

Chief Executive Officer

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C-Level

Competitors

Name
Founded
Type
Employees
1996Privately
Held
25 - 100
2018Privately
Held
10-50

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Summit Wealth Group's workforce includes employees across a wide range of tenure levels.

10% have been with the company for less than 1 year15% have been with the company for 1 to 2 years10% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years40% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Summit Wealth Group
Jessica Knox
Jessica KnoxMarketing Coordinator/Content Strategist
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Daniel Cook
Daniel CookVice President, Treasurer
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Randy Morris CFP®
Randy Morris CFP®CEO, President
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Seamus OBrien
Seamus OBrienHead of Advisor Success
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Dan Gilbertson
Dan GilbertsonVice President
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Kurt Whitesell
Kurt WhitesellVice President
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Christopher Wells
Christopher WellsVice President
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Michael Comstock CFP®
Michael Comstock CFP®Head of Family Office Services | Senior Advisor
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Shannon Anderson
Shannon AndersonMarketing Coordinator
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David Noland
David NolandFinancial Advisor
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Michael Shelton
Michael SheltonFinancial Advisor
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Sarah Biggerstaff
Sarah BiggerstaffClient Relationship Specialist
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Hunter Miles
Hunter MilesFinancial Assistant
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Jose Rocha
Jose RochaAssistant Financial Planner
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Emmy Robertson
Emmy RobertsonInvestment Team Support
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Kathy Regec
Kathy RegecPeople Relations Specialist
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Summit Wealth Group Corporate Information: FAQ

Summit Wealth Group operates in the Finance industries. More details can be found on the official website: summitwealthgroup.com.
Summit Wealth Group has offices located in Colorado Springs, US.
The headquarters of Summit Wealth Group are located in Colorado Springs, United States.
The current CEO of Summit Wealth Group is Randy Morris
You can contact Summit Wealth Group by phone at 1-719-633-4033, 877-320-0379.
Summit Wealth Group currently employs 100-200 people.
Well-known competitors of Summit Wealth Group include Wagner Wealth Management and Centura Wealth Advisory.

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