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Richard Andrew Weidrick

Investment Adviser Representative at SUMMIT WEALTH MANAGEMENT LLC

Akron, OHCRD #4585823Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Andrew Weidrick has worked in the securities industry since 2006. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Ohio and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
OhioTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/15/2009
Series 65
Uniform Investment Adviser Law Examination
Passed 10/9/2006
SIE
Securities Industry Essentials Examination
Passed 8/19/2015
Series 7
General Securities Representative Examination
Passed 11/18/2002

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

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

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT WEALTH MANAGEMENT LLCCurrent
8/11/2015 – Akron, OH
SYMPHONY FINANCIAL SERVICES, INC.
2/19/2009 – 9/17/2015Bath, OH
LPL FINANCIAL CORPORATION
12/3/2007 – 1/25/2010Akron, OH
CHAMPAIGN INVESTMENT COMPANY
10/24/2006 – 12/6/2007Akron, OH

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SUMMIT WEALTH MANAGEMENT LLC

1 other advisor in the directory

View SUMMIT WEALTH MANAGEMENT LLC firm profile
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. Richard Andrew Weidrick 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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Richard Andrew Weidrick - Financial Advisor in Akron, OH | AdvisorFinder