Dakota Benjamin Day
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 Group LLCFeb 2021 to now
- Commonwealth Financial NetworkFeb 2021 to now
- Shelton Capital ManagementAug 2019 to Feb 2021
- Shelton Capital ManagmentNov 2018 to Feb 2021
- Wells Fargo Clearing Services, LLCApr 2018 to Nov 2018
- Wells Fargo Bank, NADec 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
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
- 6943075
- Firm CRD
- 335242