Lacey A. Morrison

SUMMIT WEALTH GROUP

MERIDIAN, MS 39305

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CRD#: 6469908

Professional summary

Lacey Anne Morrison, who also goes by Lacey Anne Johnson, is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Meridian, Mississippi.

Lacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lacey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lacey Anne Johnson

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 Lacey Anne Morrison'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

May 1, 2025 - Present

SUMMIT WEALTH GROUP

Office #1: 4815 North Park Drive, Meridian, MS 39305

RIA

CRD#: 335242

MERIDIAN, MS

Past

January 3, 2023 - May 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MERIDIAN, MS

Past

May 16, 2016 - May 1, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MERIDIAN, MS

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".

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.

Highlighted states indicate IAR registrations

IAR

Mississippi
(5/1/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2022

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2016

General Securities Representative Examination

Current Firm

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

SEC notice filing (38 States and Territories)

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 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.

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Lacey A. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lacey Anne Morrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH GROUP

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

SUMMIT WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2022

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2016

Current Firm

SUMMIT WEALTH GROUP

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH GROUP

TRUST BUT VERIFY

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