RH
CFP
RH
CFP

Ross Haycock

22 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

Ross Haycock is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 22 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

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
May 2025 - Present · 1 yr
Summit Wealth Group
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Commonwealth Financial NetworkBroker
July 2005 - May 2025 · 19 yrs 10 mos
Commonwealth Financial Network
July 2005 - May 2025 · 19 yrs 10 mos
Summit Wealth Group, INC.
January 2005 - June 2009 · 4 yrs 5 mos
Fsc Securities CorporationBroker
August 2003 - July 2005 · 1 yr 11 mos
Fsc Securities Corporation
June 2003 - December 2004 · 1 yr 6 mos
State Registrations16 states
AZCACOFLGAHIIAKSMIMONEOHOKTXVAWY
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.
Ross Haycock - Financial Advisor | TrueAdvisor