Donald Ryan McCloskey
Investment Adviser Representative at Summit Wealth AND Retirement Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donald Ryan McCloskey is an investment adviser representative with Summit Wealth and Retirement Partners in Camas, WA, where they have been registered since 2018. They have worked in the securities industry since 2003 and were previously registered with Lincoln Financial Advisors Corporation. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in California, Idaho, and Washington.
Registrations & licenses
- Investment adviser:
- California, Idaho, Washington
- Broker:
6 states and territories
California, Florida, Nevada, New Mexico, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial AdvisorsAug 2004 – Apr 2018San Ramon, CA
- Mutual Securities, Inc.Apr 2018 – no end date reportedCamarillo, CA
- Summit Wealth & Retirement PartnersApr 2018 – Jan 2025Danville, CA
- Summit Wealth and Retirement PartnersApr 2018 – no end date reportedDanville, CA
- Lincoln FinancialJan 2013 – Mar 2018San Ramon, CA
- Summit Wealth and Retirement PartnersMar 2019 – no end date reportedDanville, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Wealth AND Retirement Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
- Up to $10,000,0001.00%
- Above $10,000,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, tax planning, retirement planning, education funding, wealth transfer, and comprehensive financial planning. The firm designs, implements, and monitors customized financial plans and works in partnership with sister firm Summit Tax Planning to oversee every aspect of clients' financial lives.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Eagle, ID
- SEC file number:
- 801-108910
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 9, 2026
View full firm profileOther advisors at Summit Wealth AND Retirement Partners
6 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Ryan McCloskey 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.
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