Alan C. Deetjen

SUMMA WEALTH MANAGEMENT

Blanco, TX

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CRD#: 2127564

Professional summary

Alan Charles Deetjen is a registered financial advisor currently at SUMMA WEALTH MANAGEMENT located in Blanco, Texas.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Alan has worked at 5 firms and has passed the Series 63, Series 6 and Series 26 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-SUMMA LIFE, Georgetown, TX, START DATE 01/2014, PRESIDENT, FIXED INSURANCE SALES, 10 HRS/M, 50% during securities trading hours. 2 - SUMMAIQ, Georgetown, TX, START DATE 02/2015, President, DUE DILIGENCE CONSULTING, 10 HRS/M, 75% during securities trading hours. 3 - ALAN C. DEETJEN ATTORNEY AT LAW, Blanco, TX. START DATE 11/1980, OWNER AND ATTORNEY, 10 HRS/M, 50% during securities trading hours. 4- Summa Financial Services, Georgetown, TX, Start date 01/2014, Owner & President, 0 HRS during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Charles Deetjen'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®

None

Experience

Current

November 7, 2016 - Present

SUMMA WEALTH MANAGEMENT

RIA

CRD#: 284399

Blanco, TX

Past

May 11, 2012 - December 31, 2012

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

DALLAS, TX

Past

September 4, 2008 - December 31, 2013

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

DALLAS, TX

Past

May 1, 2008 - May 22, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

DALLAS, TX

Past

April 2, 1991 - May 3, 2006

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/7/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/1/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/25/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

SUMMA WEALTH MANAGEMENT

SUMMA WEALTH MANAGEMENT | SUMMA WEALTH MANAGEMENT, LLC

CRD#: 284399 / SEC#:

Texas

Registered Investment Advisory firm - (11/7/2016 Approved)

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Contact information

Main Address

Blanco, TX

Mailing Address

Phone number

(512) 688-1219

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Alan C. Deetjen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Charles Deetjen's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMA WEALTH MANAGEMENT

CONCORDE INVESTMENT SERVICES, LLC

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

SECURITIES MANAGEMENT & RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/1998

Series 6

Date: 4/1/1991

Series 26

Date: 4/25/2000

Current Firm

SUMMA WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

SUMMA WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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