Rachel Gustafson
Investment adviser representative at Summit Wealth Group
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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 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
14 years in the industry.
- Summit Wealth GroupSep 2026 to now
- Financial Investment TeamFeb 2019 to Sep 2026
- Peak Brokerage Services, LLCFeb 2019 to Sep 2026
- Bank of America, N.A.Feb 2012 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2012 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6323899
- Firm CRD
- 335242