Selling Your Book of Business? – Summit Wealth Group

P) 877-320-0379

Home
About
- Our Story
- Company Culture
Resources
Next Steps
- Join Us
- Sell Your Book
Contact

Name *

First

Last

Phone *

E-mail *

Location of Your Current Practice

AUM

Number of Accounts

Revenue (12 month)

Sale Price

Additional Comments

Name

Hours

Monday – Friday
8am – 5pm

Summit Wealth Group
www.summitwealthgroup.com

Corporate Office

13710 Struthers Rd
Suite #115
Colorado Springs, CO 80921

877-320-0379

Broker Check by FINRA

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, member FINRA / SIPC, a Registered Investment Adviser Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. - Enfold Theme by Kriesi

Scroll to top