Dustin E. Burkhart

SUMMIT WEALTH AND RETIREMENT PARTNERS

Westfield Center, OH

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CRD#: 7164809

Professional summary

Dustin Edward Burkhart, who also goes by Dustin E Burkhart, is a registered financial advisor currently at SUMMIT WEALTH AND RETIREMENT PARTNERS located in Westfield Center, Ohio.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dustin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dustin E Burkhart

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.

Summit Tax Planning, Inc. not investment-related 2000 Crow Canyon, Suite 400, San Ramon, CA 94583 tax preparation Contractor - Tax Preparer 1/1/2024 30 hours per month 10 hours during trading Prepare tax returns

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Edward Burkhart'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

November 1, 2022 - Present

SUMMIT WEALTH AND RETIREMENT PARTNERS

RIA

CRD#: 285972

Westfield Center, OH

Past

April 30, 2021 - October 24, 2022

WHITAKER-MYERS WEALTH MANAGERS, LTD.

RIA

CRD#: 286093

Wooster, OH

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 AND RETIREMENT PARTNERS

DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CRD#: 285972 / SEC#: 801-108910

RIA

Registered Investment Advisory firm - (1/5/2017 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

California
(11/1/2022)

IAR

Idaho
(11/2/2022)

IAR

Ohio
(11/1/2022)

IAR

Texas
(11/3/2022)

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 65

Date: 4/30/2021

Uniform Investment Adviser Law Examination

Current Firm

SUMMIT WEALTH AND RETIREMENT PARTNERS

DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CRD#: 285972 / SEC#: 801-108910

RIA

Registered Investment Advisory firm - (1/5/2017 Approved)

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Contact information

Main Address

435 E Shore Drive Suite 220, Eagle, ID 83616

Mailing Address

2000 Crow Canyon Place Suite 410, San Ramon, CA 94583

Phone number

(925) 927-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-08-18 SUMMIT WEALTH & RETIREMENT PARTNERS FORM ADV PART 2A (8/18/2025)

Regulatory assets under management

Total Number of Accounts	966
AUM (Assets Under Management)	$ 824,768,246

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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Dustin E. Burkhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Edward Burkhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH AND RETIREMENT PARTNERS

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Primary Firm SEC Registration

SUMMIT WEALTH AND RETIREMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2021

Current Firm

SUMMIT WEALTH AND RETIREMENT PARTNERS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH AND RETIREMENT PARTNERS

TRUST BUT VERIFY

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