Nicholas Fernando Lemus
Investment adviser representative at Summit Wealth and Retirement Partners
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$978.1MFirm 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 and Retirement PartnersJun 2023 to now
- Great Pacific SecuritiesMay 2022 to May 2023
- Mufg Union BankJun 2021 to May 2022
- Mufg Union BankJun 2020 to Aug 2020
- UnemployedFeb 2020 to May 2020
- Great Pacific SecuritiesMay 2019 to Jan 2020
- Chapman UniversityJan 2019 to May 2021
- UnemployedNov 2017 to Apr 2019
- Usaf AcademyJun 2017 to Oct 2017
- San Clemente High SchoolJun 2012 to Jun 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summit Wealth and Retirement Partners
Legal name: Summit Wealth & Retirement Planning, Inc.
$978.1MAssets managed
354Clients
7Advisers
9 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
- 7559730
- Firm CRD
- 285972