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Daniel Harlan Gilbertson

Daniel H. Gilbertson

Some features on this profile are disabled
CRD#: 2633996
Daniel Harlan Gilbertson

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Harlan Gilbertson, AIF®, CFP®, who also goes by Dan Gilbertson, Danny Gilbertson, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1995. Daniel had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?
Executive services/Equity comp...
Insurance
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
No

Aliases

Dan Gilbertson | Danny Gilbertson

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2013

Experience

Past

April 9, 2025 - December 31, 2025

SUMMIT WEALTH GROUP

RIA
CRD#: 335242
LAKEWOOD, CO
Past

November 20, 2009 - May 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
COLORADO SPRINGS, CO
Past

November 20, 2009 - May 6, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
COLORADO SPRINGS, CO
Past

September 2, 2004 - November 24, 2009

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAKEWOOD, CO
Past

August 11, 2004 - November 24, 2009

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAKEWOOD, CO
Past

July 8, 2003 - October 29, 2004

SENIOR CAPITAL GROUP, LLC

RIA
CRD#: 127157
DENVER, CO
Past

March 28, 2001 - August 19, 2003

CORNERSTONE FINANCIAL MANAGEMENT

RIA
CRD#: 112894
LAKEWOOD, CO
Past

May 30, 2000 - May 21, 2003

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 18, 1998 - May 11, 2000

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

August 12, 1997 - June 23, 1998

NTB FINANCIAL CORPORATION

BD
CRD#: 7425
HIGHLANDS RANCH, CO
Past

February 18, 1997 - August 12, 1997

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

December 12, 1995 - February 18, 1997

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/27/2001
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

Vice PresidentCRD#: 335242

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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