Sharon K. Hooper

SUMMIT WEALTH PARTNERS

Grand Rapids, MI 49546

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CRD#: 2530269

Professional summary

Sharon Kay Hooper, who also goes by Shari Kay Holcomb, Sharon Kay Holcomb, Shari K. Hooper, Shari Mcintyre, Sharon Kay Mcintyre, Sharon Mcintyre, is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Grand Rapids, Michigan.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Sharon has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

INSURANCE PRODUCTS PROVIDED THROUGH SUMMIT ASSET PROTECTION GROUP, AN AFFILIATED FIRM OF SUMMIT WEALTH PARTNERS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Kay Hooper'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®

None

Experience

Current

May 11, 2020 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 2959 Lucerne Drive Se Suite 120a, Grand Rapids, MI 49546

RIA

CRD#: 283648

Grand Rapids, MI

Past

January 20, 2015 - March 2, 2015

CFG REGISTERED INVESTMENT ADVISORS

RIA

CRD#: 124438

GRAND RAPIDS, MI

Past

July 1, 2014 - May 26, 2020

CERITY PARTNERS OCIO LLC

RIA

CRD#: 151916

GRAND RAPIDS, MI

Past

May 11, 2005 - December 31, 2014

CFG REGISTERED INVESTMENT ADVISORS

RIA

CRD#: 124438

GRAND RAPIDS, MI

Past

December 16, 2003 - October 31, 2005

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

GRAND RAPIDS, MI

Past

July 26, 1999 - December 3, 2003

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

July 31, 1997 - July 28, 1999

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

September 24, 1996 - July 31, 1997

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

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".

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

Registered Investment Advisory firm - (5/12/2016 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

Arizona
(3/26/2024)

IAR

California
(2/12/2024)

IAR

Colorado
(2/12/2024)

IAR

Florida
(9/3/2020)

IAR

Illinois
(2/21/2024)

IAR

Michigan
(5/11/2020)

IAR

New Mexico
(2/12/2024)

IAR

North Carolina
(2/12/2024)

IAR

Ohio
(2/12/2024)

IAR

Texas
(2/9/2024)

IAR

Virginia
(2/12/2024)

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

IAR

Series 65

Date: 12/1/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/23/1996

General Securities Representative Examination

Current Firm

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

Registered Investment Advisory firm - (5/12/2016 Approved)

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Contact information

Main Address

800 N. Orange Avenue Suite 302, Orlando, FL 32801

Mailing Address

Phone number

(407) 656-2252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/28/2025)

WRAP FEE PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,966
AUM (Assets Under Management)	$ 629,747,362

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.

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Sharon K. Hooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Kay Hooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFG REGISTERED INVESTMENT ADVISORS

CERITY PARTNERS OCIO LLC

CFG REGISTERED INVESTMENT ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

MUTUAL SERVICE CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

MARINER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2011

Series 63

Date: 9/19/1994

Series 7

Date: 9/23/1996

Current Firm

SUMMIT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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