Scott Wade Summerlin | Financial Professional | Eagle, Idaho

Professional summary

Scott Wade Summerlin is a registered financial advisor currently at PFG ADVISORS located in Eagle, Idaho and OSAIC WEALTH, INC. located in Eagle, Idaho.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Scott has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.

DBA: STARLIFTER WEALTH MANAGEMENT PRIORITY FINANCIAL GROUP POSITION: Advisor NATURE: PRIORITY FINANCIAL GROUP INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 140 START DATE: 09/18/2020 ADDRESS: 16150 N Arrowhead Fountains Center Dr #289, PEORIA AZ 85382 DESCRIPTION: All RIA-related business will flow through PFG. INSURANCE POSITION: OWNER NATURE: Selling life, disability, and long term care insurance policies as well as annuities; products are fixed, indexed, and variable INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/16/2020 ADDRESS: 408 S. Eagle Rd, Suite 205, Eagle, ID 83616 DESCRIPTION: Selling life, disability, and long term care insurance policies as well as annuities; products are fixed, indexed, and variable JAYDEN DELUCA FOUNDATION POSITION: Marketing NATURE: "Community Board" member of Jayden DeLuca Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2020 ADDRESS: 2795 S Pajaro Way, Eagle ID 83616 DESCRIPTION: Community Board members do not vote on the activities of the charity. Our role is to promote the social events hosted by the charity. STARLIFTER FINANCIAL PARTNERS POSITION: President NATURE: Starlifter Financial Parnters is Shared Services Firm for economies of scale, preferred vendor pricing, and joint business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2024 ADDRESS: 408 S. Eagle Rd, Suite 205, Eagle ID 83616 DESCRIPTION: Starlifter Financial Partners does not transact business. It is a Shared Services Firm currently comprised solely of Starlifter Wealth Management. However, upon approval, two current members of Starlifter Wealth Management will create their separate LLCs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Wade Summerlin'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

September 18, 2020 - Present

PFG ADVISORS

Office #1: 408 S. Eagle Road, Suite 205, Eagle, ID 83616

RIA

CRD#: 173344

Eagle, ID

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 408 S. Eagle Rd Suite 205, Eagle, ID 83616

RIA

BD

CRD#: 23131

Eagle, ID

Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

BD

CRD#: 10205

Eagle, ID

Past

April 29, 2010 - September 24, 2020

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Boise, ID

Past

April 21, 2010 - September 24, 2020

PRINCIPAL SECURITIES, INC.

BD

CRD#: 1137

Boise, ID

Past

August 6, 2007 - April 22, 2010

WADDELL & REED

RIA

CRD#: 866

BOISE, ID

Past

July 9, 2007 - April 22, 2010

WADDELL & REED

BD

CRD#: 866

BOISE, ID

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".

PA

PFG ADVISORS

CRD#: 173344 / SEC#: 801-80797

RIA

Registered Investment Advisory firm - (12/1/2014 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
(6/14/2024)

IAR

Idaho
(9/18/2020)

RR

Idaho
(6/14/2024)

RR

Montana
(6/14/2024)

RR

Washington
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 8/3/2007

Uniform Combined 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: 7/6/2007

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

PA

PFG ADVISORS

CRD#: 173344 / SEC#: 801-80797

RIA

Registered Investment Advisory firm - (12/1/2014 Approved)

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Contact information

Main Address

3200 N. Central Ave Suite #200, Phoenix, AZ 85012

Mailing Address

Phone number

(800) 405-8850

Established

Firm type

Fiscal year end

# of Employees

119

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE AS OF NOVEMBER 10 2025 (11/10/2025)

WRAP FEE BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	13,550
AUM (Assets Under Management)	$ 3,083,491,501

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott W. Summerlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Wade Summerlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

PFG ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2007

FINRA

Current Firm

PFG ADVISORS

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PFG ADVISORS

TRUST BUT VERIFY

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