Marilyn J Eisenhauer
Investment adviser representative at Summit Wealth Group
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pks InvestmentsApr 2025 to now
- Summit Wealth Group LLCOct 2015 to now
- Commonwealth Financial NetworkJan 2016 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Summit Wealth Group
Legal name: Summit Wealth Group LLC
$2.3BAssets managed
3,117Clients
39Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5416350
- Firm CRD
- 335242