Robert S Marks
Senior Financial Advisor, Vice PresidentSummit Wealth Group LLCCRD 5789754
About Robert S Marks
Robert S Marks is listed as Senior Financial Advisor, Vice President at Summit Wealth Group LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Summit Wealth Group LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert S Marks work?
Robert S Marks is listed as Senior Financial Advisor, Vice President at Summit Wealth Group LLC on SEC Form ADV.
How much of Summit Wealth Group LLC does Robert S Marks own?
Form ADV reports a beneficial ownership band of Under 5%.
Summit Wealth Group LLC
| Title | Senior Financial Advisor, Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |