Daniel H. Gilbertson
SUMMIT WEALTH GROUP | Vice President
LAKEWOOD, CO 80228
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CRD#: 2633996
Professional summary
Daniel Harlan Gilbertson, AIF®, CFP®, who also goes by Dan Gilbertson, Danny Gilbertson, is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Lakewood, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Daniel has 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"?
Yes
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.
1. Fixed insurance sales, at the branch location, investment related. 2. Part owner of family farm rental property located in Hendricks, MN, not investment related, not conducted at Branch. 3. Summit Wealth Group, Inc. - vice president and part owner of entity created for securities and insurance business, investment related. 4. Co-author of book, "Grief Odyssey: the Life-Changing Experiences of Two Widowers with Children", not at the branch location, not investment-related. 5. Widowers with Children, LLC- part owner of private entity created for book publication expenses and income, not at the branch location, not investment-related. 6. Part owner of real estate holding firm (Gilbertson Addition, LLC); not investment related; not conducted at branch. 7. Summit wealth group, Inc. ;shared office space leased to Phil Brooks, CPA, not affiliated with commonwealth; as of 10/09/2017; approximately 0% time spent during securities trading hours per month; conducted at branch location; not investment related. 8. Owner, Maxpat Consulting, as of 05/17/2018; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related. 9. Co-owner, RRDP Management, LLC; a private entity established for tax purpose; as of 11/06/2018; 0% time spent during business hours; Conducted at branch; Investment related. 10. Co-owner, RR DP Reinsurance Company, LTD; a private entity established for tax purposes; as of 5/17/2018; 0% time spent during business hours; Conducted at branch; Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Harlan Gilbertson'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: 2013
Experience
Current
April 9, 2025 - Present
SUMMIT WEALTH GROUP
Office #1: 141 Union Blvd Suite 270, Lakewood, CO 80228RIA
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.
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(4/16/2025)
IAR
Colorado(4/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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
Vice PresidentCRD#: 335242Lakewood, CO 80228TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
