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HC

Heather M. Church

SUMMIT GLOBAL INVESTMENTS
Arvada, CO
Some features on this profile are disabled
CRD#: 4393292
HC

Professional summary

Heather Marie Church, CFP®, who also goes by Heather Marie Placke, is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Arvada, Colorado and EQUITY SERVICES, INC. located in Arvada, Colorado.

Heather is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Heather has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Heather Marie Placke

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 Heather Marie Church'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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

December 10, 2025 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

RIA
CRD#: 157091
Arvada, CO
Current

February 3, 2026 - Present

EQUITY SERVICES, INC.

RIA
BD
CRD#: 265
ARVADA, CO
Past

February 19, 2013 - November 21, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
BOULDER, CO
Past

February 19, 2013 - November 21, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
BOULDER, CO
Past

November 2, 2010 - December 12, 2012

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BOULDER, CO
Past

November 2, 2010 - December 12, 2012

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BOULDER, CO
Past

April 6, 2010 - October 6, 2010

ST JOHNS WEALTH MANAGEMENT

RIA
CRD#: 105564
ARVADA, CO
Past

July 2, 2004 - November 2, 2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
NORTHGLENN, CO
Past

July 25, 2001 - June 7, 2004

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI

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".
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA
Registered Investment Advisory firm - (5/10/2012 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

IAR
Colorado
(12/10/2025)
RR
Colorado
(2/3/2026)
IAR
Nebraska
(12/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/20/2002
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: 7/24/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
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Contact information

Main Address
620 South Main Street, Bountiful, UT 84010
Mailing Address
620 South Main Street, Bountiful, UT 84010
Phone number
(888) 251-4847
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (43 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

SGI BROCHURE (1/23/2026)
SGI BROCHURE (9/15/2025)
SGI BROCHURE (5/21/2025)

Regulatory assets under management

Total Number of Accounts6,923
AUM (Assets Under Management)$ 1,921,141,101

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 GLOBAL INVESTMENTS, LLC

CRD#: 157091Arvada, CO

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