Travis J Wesley
Investment adviser representative at Summit Wealth Group
11 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
11 years in the industry.
- Summit Wealth GroupSep 2026 to now
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Financial Investment TeamJun 2024 to Sep 2026
- Peak Brokerage Services, LLCJun 2024 to Aug 2026
- Ameriprise Financial Services, inc.Sep 2019 to Jun 2024
- Ameriprise Financial Services, Inc.Aug 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
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
- 6343271
- Firm CRD
- 335242