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Emily Ann Messegee

SUMMIT WEALTH ADVISORS, INC.·FRISCO, Colorado
SIE, Series 7, Series 63, Series 65CFPClean record12 years registeredSUMMIT WEALTH ADVISORS, INC.
610 MAIN STREET, SUITE 15, FRISCO, CO 80443CRD# 5381577Firm CRD# 288746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Ann Messegee · FRISCO, CO
Registration
CRD #5381577 · SUMMIT WEALTH ADVISORS, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SUMMIT WEALTH ADVISORS, INC.
MERCER GLOBAL ADVISORS INC.
Feb 2021 – Sep 2025
FRISCO, CO
SUMMIT WEALTH ADVISORS, INC.
Aug 2017 – Oct 2020
FRISCO, CO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Sep 2013 – Aug 2017
FRISCO, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 11, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT WEALTH ADVISORS, INC.
CRD 288746 · SEC 801-112569
AUM
$123M
Regulatory assets under management
Employees
3
510 client accounts
Services offered by SUMMIT WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Emily Ann Messegee offer?
Emily Ann Messegee specializes in Financial Planning, Investment Management.
What are Emily Ann Messegee's credentials?
Emily Ann Messegee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Emily Ann Messegee located?
Emily Ann Messegee is based in FRISCO, Colorado, last registered with SUMMIT WEALTH ADVISORS, INC..
How does Emily Ann Messegee charge for services?
Emily Ann Messegee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH ADVISORS, INC.?
SUMMIT WEALTH ADVISORS, INC. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT WEALTH ADVISORS, INC.

Robert Fred Lau
FRISCO, CO

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