Ross Haycock is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 23 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13710 Struthers Road, Suite 115, Colorado Springs, CO, 80921
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ross works full-time as a financial advisor at Summit Wealth Group. He also provides fixed insurance advice through Fixed Insurance and PKSF, owns office real estate, is involved with Rokai Consulting, Kairo Reinsurance Company, Kairo Management, and Summit Advisor Marketing, LLC, all taking minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Group
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Summit Wealth Group, INC.
Fsc Securities CorporationBroker
Fsc Securities Corporation
State Registrations16 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.
Exams
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