Robert Michael Shelton
Professional Summary
Robert Michael Shelton, who also goes by Michael Shelton, is a registered financial advisor currently at SUMMIT WEALTH GROUP located in Memphis, Tennessee and PURSHE KAPLAN STERLING INVESTMENTS located in Memphis, Tennessee. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Robert has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Shelton
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
SUMMIT WEALTH GROUP | SUMMIT WEALTH GROUP, INC. | SUMMIT WEALTH GROUP LLC
Contact Information
Main Address
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Phone Number
(719) 633-4033# of Employees
80SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,632AUM (Assets Under Management)
$2,306,090,776Similar Advisors
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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.
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Primary Firm SEC Registration
SUMMIT WEALTH GROUP | SUMMIT WEALTH GROUP, INC. | SUMMIT WEALTH GROUP LLC
State Registrations and Notice Filings
(5/1/2025)
(5/1/2025)
(5/5/2025)
(5/1/2025)
(4/9/2025)
(5/1/2025)
(3/11/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Shelton's CRS (Customer Relationship Summary).
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