Dustin Burkhart has been an investment adviser representative at Summit Wealth & Retirement Planning since November 2022, and is not listed among the firm’s executive officers or direct owners.
Summit Wealth & Retirement Planning, Inc. is an Eagle, ID firm with $978M under management, 354 clients and 7 advisers across 5 offices, as of its March 2026 filing.
Dustin Burkhart’s longest registration is the current one, 3 years at Summit Wealth & Retirement Planning since 2022. Before joining Summit Wealth & Retirement Planning in 2022, Dustin Burkhart was registered through Whitaker-Myers Wealth Managers, LTD.
- – present · 3 yearsWestfield Center, OH · Adviser representative · Firm CRD 285972
- Whitaker-Myers Wealth Managers, LTD.– · 1 yearWooster, OH · Adviser representative · Firm CRD 286093
Investment adviser representative registrations
Dustin Burkhart is registered as an investment adviser representative in 4 states, as a resident of Texas. Each was approved in November 2022.
- CaliforniaSince 1 November 2022
- IdahoSince 2 November 2022
- OhioSince 1 November 2022
- TexasResidentSince 3 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dustin Edward Burkhart
- CRD
- 7164809
- Firm
- Summit Wealth & Retirement Planning · CRD 285972
- Office
- Westfield Center, OH
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Dustin Burkhart work?
Dustin Burkhart is an investment adviser representative registered through Summit Wealth & Retirement Planning, Inc. since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Dustin Burkhart a financial advisor?
Yes. Dustin Burkhart has a current investment-adviser registration in California, Idaho, Ohio and Texas, through Summit Wealth & Retirement Planning since November 2022.
How many years of experience does Dustin Burkhart have?
Dustin Burkhart has 5 years in the financial industry, since May 2021, across 2 adviser firms.
What exams has Dustin Burkhart passed?
Dustin Burkhart passed the Series 65 in April 2021.
Where did Dustin Burkhart work before Summit Wealth & Retirement Planning?
Before Summit Wealth & Retirement Planning, Dustin Burkhart was registered through Whitaker-Myers Wealth Managers, LTD., April 2021 to October 2022.
Where is Dustin Burkhart based?
Dustin Burkhart’s registered office is in Westfield Center, OH.
Is Dustin Burkhart registered with FINRA?
No. Dustin Burkhart has no current broker registration.
How can I verify Dustin Burkhart’s record?
Search CRD 7164809 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dustin Burkhart’s full registration record.