Robert Michael Shelton
Investment adviser representative at Summit Wealth Group
13 yearsExperience
2 statesRegistered in
$2.3BFirm assets
1 yearFirm in business
Are you Robert Michael Shelton? Claim your profile
Contact this firm
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.
- Purshe Kaplan Sterling InvestmentsMay 2025 to now
- Summit Wealth Group LLCApr 2022 to now
- Commonwealth Financial NetworkApr 2022 to Apr 2025
- Mass Mutual Life Insurance CoMar 2020 to Apr 2022
- MML Investors Services, LLCMar 2020 to Apr 2022
- Everything But the FoodApr 2019 to Aug 2020
- Launch PadOct 2018 to Apr 2019
- Baptist Memorial Health Care CorporationMay 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 7241526
- Firm CRD
- 335242