Allison M. Fuehne
SUMMIT WEALTH STRATEGIES
Springfield, MO 65804
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CRD#: 5375056
Professional summary
Allison Mehlhorn Fuehne, CFP®, who also goes by Allison Elizabeth Mehlhorn, is a registered financial advisor currently at SUMMIT WEALTH STRATEGIES located in Springfield, Missouri and ARAX ADVISORY PARTNERS located in Springfield, Missouri.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Allison has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allison Elizabeth Mehlhorn
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) Ash Brokerage; not investment-related; 888 S. Harrison St., Suite 900, Fort Wayne, IN 46802; life insurance; insurance agent; March 2016; 20 hours/month; 20 hours/month; insurance 2) Stovall-Woody Associates, LLC. Non-Investment Related. 2833 E. Battlefield, Ste B112, Springfield, MO 65804. Business consulting and group healthcare. Stockholder. Start 5/2018. 2hrs/mo, none during trading hours. Service group life/health plans.
CRS (Client Relationship Summary) - RIA
Click below to view Allison Mehlhorn Fuehne'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
February 19, 2016 - Present
SUMMIT WEALTH STRATEGIES
Office #1: 2833b E. Battlefield Road Suite 112, Springfield, MO 65804RIA
CRD#: 282502
Springfield, MO
Current
August 7, 2025 - Present
ARAX ADVISORY PARTNERS
Office #1: 2833b E. Battlefield Rd., Ste 112, Springfield, MO 65804RIA
CRD#: 133535
Springfield, MO
Past
March 18, 2016 - July 31, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Springfield, MO
Past
September 12, 2007 - February 11, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SPRINGFIELD, MO
Past
August 22, 2007 - February 11, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SPRINGFIELD, MO
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".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)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
Missouri(2/19/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,559 |
| AUM (Assets Under Management) | $ 8,960,126,874 |
Red Flags
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Company Information
ARAX ADVISORY PARTNERS
CRD#: 133535Springfield, MO 65804TRUST BUT VERIFY
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