ria
Summit Wealth Group
TULSA, OK
CRD: 166118
In network coverage since September 3, 2026 · 5 stories
$182MRegulatory AUMSEC Form ADV · Oct 17
8EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 5 – Oct 17
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Scott Hardy
Oct 9 · from Commonwealth Financial Network
Departures
None tracked.
Deal recordFull tracker →
Network coverage
advisor_note
Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group
Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez move from Ameriprise to Wells Fargo FiNet.