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SW

Scott E. Wilkinson

SUMMIT WEALTH GROUP
Nobleboro, ME
Some features on this profile are disabled
CRD#: 4218765
SW

Professional summary

Scott Edward Wilkinson is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Nobleboro, Maine and PURSHE KAPLAN STERLING INVESTMENTS located in Colorado Springs, Colorado.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Scott has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 31, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

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 Scott Edward Wilkinson'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

February 12, 2026 - Present

SUMMIT WEALTH GROUP

RIA
CRD#: 335242
Nobleboro, ME
Current

February 2, 2026 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 13710 Struthers Road Suite 115, Colorado Springs, CO 80921
BD
CRD#: 35747
Colorado Springs, CO
Past

March 14, 2011 - December 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WALTHAM, MA
Past

May 6, 2008 - December 1, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(2/2/2026)
RR
Maine
(2/3/2026)
IAR
Maine
(2/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/5/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/5/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 1/14/2010
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/27/2009
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/18/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

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

CRD#: 335242Nobleboro, ME

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