Unclaimed Profile

Trisha Kay Koontz

SUMMIT X·CHESTERFIELD, Missouri

SIE, Series 7, Series 7TO, Series 24, Series 66Clean record7 years registeredSUMMIT X

16020 SWINGLEY RIDGE, CHESTERFIELD, MO 63017CRD# 6885413Firm CRD# 282502

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trisha Kay Koontz · CHESTERFIELD, MO

Registration

CRD #6885413 · SUMMIT X · 7 years registered

Brand Profile

Not yet started

Career History

ARAX ADVISORY PARTNERS

Aug 2025 – present

SUMMIT WEALTH STRATEGIES

Feb 2023 – Dec 2025

Chesterfield, MO

COMMERCE BROKERAGE SERVICES, INC

Apr 2019 – Apr 2021

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 66

Registration record

First registered · April 23, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT X

CRD 282502 · SEC 801-107111

AUM

$791M

Regulatory assets under management

Employees

4,790 client accounts

Services offered by SUMMIT X

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 X →

Introduction

Speak with Trisha

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Trisha is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHESTERFIELD?

Browse all registered financial advisors in CHESTERFIELD, Missouri or claim this profile if it's yours.

Browse CHESTERFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Trisha Kay Koontz offer?

Trisha Kay Koontz specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Trisha Kay Koontz's credentials?

Trisha Kay Koontz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Trisha Kay Koontz located?

Trisha Kay Koontz is based in CHESTERFIELD, Missouri, working with SUMMIT X. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Trisha Kay Koontz charge for services?

Trisha Kay Koontz'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 X?

SUMMIT X has approximately 19 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →