Kurt W. Whitesell
SUMMIT WEALTH GROUP
RAPID CITY, SD 57701
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CRD#: 1675434
Professional summary
Kurt Wayne Whitesell, CFP® is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Rapid City, South Dakota and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Kurt has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Wayne Whitesell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
April 28, 2025 - Present
SUMMIT WEALTH GROUP
Office #1: 817 9th Street, Rapid City, SD 57701RIA
CRD#: 335242
RAPID CITY, SD
Current
May 1, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 817 9th Street, Rapid City, SD 57701BD
CRD#: 35747
ALBANY, NY
Past
April 23, 2007 - May 2, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
RAPID CITY, SD
Past
April 20, 2007 - May 2, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
RAPID CITY, SD
Past
May 19, 1997 - April 24, 2007
WADDELL & REED
RIA
CRD#: 866
RAPID CITY, SD
Past
June 9, 1987 - April 24, 2007
WADDELL & REED
BD
CRD#: 866
RAPID CITY, SD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SUMMIT WEALTH GROUP
SUMMIT WEALTH GROUP | SUMMIT WEALTH GROUP, INC. | SUMMIT WEALTH GROUP LLC
CRD#: 335242 / SEC#: 801-132262
RIA
Registered Investment Advisory firm - (3/27/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/1/2025)
RR
Colorado(5/1/2025)
RR
Florida(5/1/2025)
RR
Iowa(5/1/2025)
RR
Oregon(5/1/2025)
IAR
South Dakota(4/28/2025)
RR
South Dakota(5/1/2025)
RR
Texas(7/29/2025)
RR
Washington(5/1/2025)
RR
Wyoming(5/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SUMMIT WEALTH GROUP
SUMMIT WEALTH GROUP | SUMMIT WEALTH GROUP, INC. | SUMMIT WEALTH GROUP LLC
CRD#: 335242 / SEC#: 801-132262
RIA
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Contact information
Main Address
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Mailing Address
Phone number
(719) 633-4033
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,911 |
| AUM (Assets Under Management) | $ 1,353,760,295 |
Red Flags
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Company Information
SUMMIT WEALTH GROUP
CRD#: 335242Rapid City, SD 57701TRUST BUT VERIFY
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