Nathan M. Archuleta
SUMMIT WEALTH GROUP
COLORADO SPRINGS, CO 80921
Some features on this profile are disabled
CRD#: 5066560
Professional summary
Nathan Matthew Archuleta, AIF®, CFP®, who also goes by Nathan M Archuleta, is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Colorado Springs, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Nathan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan M Archuleta
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. Summit Wealth Group. Investment-related. At registered location. RIA. IAR. 03/2011. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 03/2011. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Archuleta Financial Services, LLC. Not investment-related. 633 Arnold Lane, Colorado Springs, CO 80904. Operating LLC/Support company. Owner. 01/2024. 2 hrs/month. 2 hrs during trading hrs. A private entity established to facilitate advisory and insurance business. 4. LUCO Enterprises, LLC. Not investment-related. 633 Arnold Lane, Colorado Springs, CO 80904. Property Management. Owner. 04/2024. 1 hr/month. 1 hr during trading hrs. An entity created for the purpose of buying and managing residential real estate at 106 Arnold Drive, Colorado Springs, CO 80904.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Matthew Archuleta'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: 2016
Experience
Current
April 10, 2025 - Present
SUMMIT WEALTH GROUP
Office #1: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921RIA
CRD#: 335242
COLORADO SPRINGS, CO
Current
May 1, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 2510 N. Cascade Ave Suite 120, Colorado Springs, CO 80907BD
CRD#: 35747
ALBANY, NY
Past
March 30, 2011 - May 6, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
COLORADO SPRINGS, CO
Past
March 30, 2011 - May 6, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
COLORADO SPRINGS, CO
Past
February 22, 2007 - February 22, 2011
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past
April 19, 2006 - February 22, 2011
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
COLORADO SPRINGS, 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.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
Arizona(5/1/2025)
RR
California(5/1/2025)
IAR
Colorado(4/10/2025)
RR
Colorado(5/1/2025)
RR
Florida(5/1/2025)
RR
Georgia(5/1/2025)
RR
Idaho(5/1/2025)
RR
Indiana(5/1/2025)
RR
Iowa(5/1/2025)
RR
Kansas(5/1/2025)
RR
Maryland(5/1/2025)
RR
Massachusetts(5/1/2025)
RR
Michigan(5/1/2025)
RR
Minnesota(5/1/2025)
RR
Missouri(5/1/2025)
RR
Montana(5/1/2025)
RR
New Mexico(5/1/2025)
RR
North Carolina(5/6/2025)
RR
Ohio(5/1/2025)
RR
Oklahoma(5/1/2025)
RR
Pennsylvania(5/1/2025)
RR
South Carolina(5/1/2025)
RR
South Dakota(5/1/2025)
RR
Tennessee(5/1/2025)
RR
Texas(5/1/2025)
RR
Utah(5/1/2025)
RR
Vermont(5/1/2025)
RR
Wyoming(5/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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#: 335242Colorado Springs, CO 80921TRUST BUT VERIFY
Monitor Nathan Archuleta
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
