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Michael Ray Comstock

Michael R. Comstock

SUMMIT WEALTH GROUP | President
Franklin, TN 37067-2716
Some features on this profile are disabled
CRD#: 2430284
Michael Ray Comstock

Professional summary

Michael Ray Comstock, AIF®, CFP® is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Franklin, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Ray Comstock's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

January 5, 2026 - Present

SUMMIT WEALTH GROUP

Office #1: 725 Cool Springs Blvd Ste 600, Franklin, TN 37067-2716
RIA
CRD#: 335242
Franklin, TN
Past

July 20, 2021 - February 11, 2026

PREMIER PRIVATE WEALTH, LLC

RIA
CRD#: 314516
FRANKLIN, TN
Past

January 23, 2004 - October 1, 2021

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Brentwood, TN
Past

April 7, 1999 - April 28, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
BRENTWOOD, TN
Past

February 5, 1998 - April 28, 1999

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

December 3, 1993 - September 28, 1995

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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.

Highlighted states indicate IAR registrations

IAR
Tennessee
(1/5/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/4/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/13/2015
General Securities Principal Examination

Current Firm

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)
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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 (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 - JANUARY 2026 (1/22/2026)

Regulatory assets under management

Total Number of Accounts4,911
AUM (Assets Under Management)$ 1,353,760,295

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

SUMMIT WEALTH GROUP

PresidentCRD#: 335242Franklin, TN 37067-2716

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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