Allen Bradley Trim
Investment adviser representative at Blue Summit Wealth Management
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$211.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
17 years in the industry.
- Blue Summit Wealth ManagementMay 2009 to now
- Cetera Advisors LLCJan 2013 to Jun 2018
- ResmedMar 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Blue Summit Wealth Management
Legal name: Blue Summit Financial Group, Inc.
$211.4MAssets managed
230Clients
2Advisers
7 yearsIn 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
- 5768850
- Firm CRD
- 148782