Curtis Scott Shillingsford
Investment adviser representative at Summit Financial, LLC
13 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm 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
13 years in the industry.
- Summit Financial, LLCJan 2025 to now
- Private Client ServicesApr 2021 to now
- Tap Consulting LLC dba Genex ConsultingApr 2021 to Jan 2025
- Severin InvestmentsFeb 2020 to Mar 2021
- Wells Fargo Clearing ServicesJul 2019 to Jan 2020
- DisysJul 2019 to Sep 2019
- UnemployedJan 2019 to Jun 2019
- Wells Fargo CorporationJul 2017 to Dec 2018
- Nike IncJan 2015 to Dec 2016
- Depaul UniversityJul 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
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
- 6733466
- Firm CRD
- 299322