Daniel Cook
Daniel Cook is a CFP-designated registered investment advisor at Summit Wealth Group, based in Greenwood Village, CO, with 34 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,544 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth charges a percentage of your portfolio each year for investment management services. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance. The exact fee is negotiable based on various factors, including the investment advisor representative providing the services, the type of client, the complexity of the client's situation, and the total amount of assets under management. The firm pays all trade expenses of trades placed on your behalf.
Location
8400 E Prentice Avenue, Suite 1000, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Daniel is involved in fixed insurance sales, serves as CFO and part owner of Summit Wealth Group, Inc., and is a tax preparer and co-owner of Ski Tip Consulting Group, Inc. He also acts as trustee for Summit Wealth Group's 401(k) plan and co-owns Summit Advisor Marketing, LLC.
Employment History
Current Registrations
Summit Wealth Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.