AT
Alison E. Tomlinson
SUMMERS VALUE PARTNERS LLC
DENVER, CO 80209
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CRD#: 2647572
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Professional summary
Alison Erhard Tomlinson, who also goes by Alison Malia Erhard, Alison Erhard, Alison Malia Tomlinson, is a registered financial advisor currently at SUMMERS VALUE PARTNERS LLC located in Denver, Colorado.
Alison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Alison has worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, Series 3, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alison Malia Erhard | Alison Erhard | Alison Malia Tomlinson
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.
JOTEN LAKE, LLC; BUSINESS IS NOT INVESTMENT-RELATED (PERSONAL REAL ESTATE HOLDING); DALTON, MN; AFFILIATION STARTED JUNE 2015; NO DUTIES LISTED; NO TIME IS DEVOTED TO THE BUSINESS EACH MONTH DURING SECURITY TRADING HOURS; ZERO TO 10 HOURS ARE DEVOTED TO THE BUSINESS EACH MONTH OUTSIDE OF SECURITY TRADING HOURS. ////// Joten Lake Books, LLC; Business is not investment-related; Denver, CO; Affiliation started 06/01/2016; Title: Owner; Duties: Publishing a children's book I wrote in 2012; No time is devoted to the business each month during security trading hours; 2 hours are devoted to the business each month outside of security trading hours. ///// Two Malia Holdings LLC; Rental Real Estate; Investment-related; Denver, CO; Affiliation started on 10/01/2020; Title: Owner; Duties: invest in residential real estate; 0 hours devoted each month during securities trading hours; 5 hours devoted each month outside securities trading hours.///// Granite Gold Trout Holdings LLC; Rental Real Estate; Investment-related; Court Basalt, CO; Affiliation started on 9/14/2021; Title: Sole Principal; Duties: VRBO& Airbnb rental for the townhome in Aspen Valley, used for vacation rentals; 0 hours devoted each month during securities trading hours; 5 hours devoted each month outside securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Alison Erhard Tomlinson'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®
NoneExperience
Current
September 15, 2025 - Present
SUMMERS VALUE PARTNERS LLC
Office #1: 50 South Steele Street #588, Denver, CO 80209RIA
CRD#: 297254
DENVER, CO
Past
March 28, 2017 - February 3, 2022
CITI PRIVATE ALTERNATIVES, LLC
BD
CRD#: 153777
Denver, CO
Past
October 10, 2014 - February 3, 2022
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
DENVER, CO
Past
July 7, 2014 - February 3, 2022
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
DENVER, CO
Past
July 14, 1998 - September 1, 1998
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
Past
July 14, 1998 - July 13, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
DENVER, CO
Past
April 6, 1998 - June 23, 1998
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
Past
June 5, 1996 - April 6, 1998
WESSELS, ARNOLD & HENDERSON, L.L.C.
BD
CRD#: 17914
MINNEAPOLIS, MN
Past
January 19, 1996 - June 5, 1996
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
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
Colorado(9/15/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/16/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SV
SUMMERS VALUE PARTNERS LLC
SUMMERS VALUE PARTNERS LLC
CRD#: 297254 / SEC#:
Colorado
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Contact information
Main Address
50 South Steele Street #588, Denver, CO 80209
Mailing Address
Phone number
(303) 618-6420
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 54,770,000 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Colorado | ERA - Withdrawn | 6/26/2018 |
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.
