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Christopher Elden Wells

Investment Adviser Representative at SUMMIT WEALTH GROUP

Ridgeland, MSCRD #4202899Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MississippiTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/11/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 9/14/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/8/2000
Series 24
General Securities Principal Examination
Passed 7/17/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Summit Wealth Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT WEALTH GROUPCurrent
5/1/2025Ridgeland, MS
COMMONWEALTH FINANCIAL NETWORK
7/5/20055/1/2025Colorado Springs, CO
SUMMIT WEALTH GROUP, INC.
2/27/20036/12/2009Colorado Springs, CO
EFP WEALTH MANAGEMENT
2/21/200111/11/2004Colorado Springs, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Elden Wells has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Elden Wells - Financial Advisor in Ridgeland, MS | AdvisorFinder