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Tracy Thornlow

27 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

Tracy Thornlow is a registered investment advisor, based in Colorado Springs, CO, with 27 years of industry experience.

Location

13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tracy is an agent for fixed insurance through Summit Wealth Group since 2015, and an IAR for the RIA since 2025, dedicating full-time hours to servicing clients. Tracy also owns 2 Ladies LLC (real estate), rental real estate, and TT Financial, LLC (support company).

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2025 - Present · 1 yr
Summit Wealth Group
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Commonwealth Financial NetworkBroker
May 2015 - May 2025 · 10 yrs
Commonwealth Financial Network
May 2015 - May 2025 · 10 yrs
Metlife Securities INC.
January 2015 - May 2015 · 4 mos
Metlife Securities INC.Broker
January 2015 - May 2015 · 4 mos
New England Securities Corporation
April 2003 - January 2015 · 11 yrs 9 mos
New England SecuritiesBroker
February 2002 - January 2015 · 12 yrs 11 mos
American Express Financial Advisors INC.Broker
September 1998 - July 2001 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
September 1998 - July 2001 · 2 yrs 10 mos
State Registrations16 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.