Nathan Archuleta, Cfp® Aif®
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Nathan Archuleta, Cfp® Aif® Email & Phone Number

VP, Senior Financial Advisor at Summit Wealth Group
Location: Colorado Springs, Colorado, United States 4 work roles 4 schools
1 work email found @summitwealthgroup.com 2 phones found area 719 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email n****@summitwealthgroup.com
Direct phone (719) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Summit Wealth Group
Role
VP, Senior Financial Advisor
Location
Colorado Springs, Colorado, United States
Company size
61 employees

Who is Nathan Archuleta, Cfp® Aif®? Overview

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Quick answer

Nathan Archuleta, Cfp® Aif® is listed as VP, Senior Financial Advisor at Summit Wealth Group, a with 61 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at summitwealthgroup.com, phone signal with area code 719, and a matched LinkedIn profile for Nathan Archuleta, Cfp® Aif®.

Nathan Archuleta, Cfp® Aif® previously worked as Senior Financial Advisor at Summit Wealth Group and Advisory Client Manager at T. Rowe Price Investment Services. Nathan Archuleta, Cfp® Aif® holds Certified Fianncial Planner - Certification Professional Education Program, Financial Planning And Services from College For Financial Planning.

Company email context

Email format at Summit Wealth Group

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*@summitwealthgroup.com
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AeroLeads found 1 current-domain work email signal for Nathan Archuleta, Cfp® Aif®. Compare company email patterns before reaching out.

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Profile bio

About Nathan Archuleta, Cfp® Aif®

Nathan is passionate about serving individuals, families, and business owners and enjoys spending time learning about the experiences and views of his clients. Nathan integrates those experiences into crafting a plan to achieve long-term financial fitness and contentment.Nathan is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® and is an Investment Advisor Representative of Commonwealth Financial Network. Nathan is also licensed in Life, Health and Long-Term Care insurance.His experience includes:- Guiding individuals and families through the accumulation, management, and transition of wealth- Assisting Business owners with opportunities to save for retirement and reduce taxes- Creating comprehensive, customized financial roadmaps for both short-term and long-term goals- Financial and investment counseling for individuals in job transitionNathan also brings a wealth of knowledge to investors in the areas of education savings, portfolio allocation and risk management. Nathan serves on the board of directors for the Never Alone Foundation, a local non-profit organization supporting families pursuing international adoption. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, SD, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Summit Wealth Group13710 Struthers Rd. Suite 115Colorado Springs, CO 80921719-633-4033 1-877-320-0379 www.commonwealth.com/termsofuse.html

Listed skills include Series 7, Series 63, Mutual Funds, Investments, and 10 others.

Current workplace

Nathan Archuleta, Cfp® Aif®'s current company

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Summit Wealth Group
Summit Wealth Group
VP, Senior Financial Advisor
Colorado Springs, CO, US
Website
summitwealthgroup.com
Employees
61
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4 roles · 17 years

Nathan Archuleta, Cfp® Aif® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Current
Summit Wealth Group

Colorado Springs, Colorado, United States

My passion is helping people navigate the path to a better, more secure financial future. Whether you are seeking accumulation and saving strategies, or managing wealth and transitioning to a work optional phase of life, it would be my pleasure to be your guide. Comprehensive financial planning, wealth management and portfolio management services.

Mar 2011 - Present

Advisory Client Manager

T. Rowe Price Investment Services

Colorado Springs, Colorado Area

Client service manager for maintenance of $1 million + client advisory portfolio recommendations and cross selling retail investment opportunities. Responsibilities include rebalancing existing client portfolios and writing new recommendations upon detailed evaluation of client circumstances resulting in deliverable, prudent financial planning advice. Detailed self accountability of FINRA compliance responsibilities and financial transactions. Communicating critical issues with clients and corporate level CFP® leadership

2010 - 2011 ~1 yr

Retirement Specialist

T. Rowe Price

Specialized sales position focused on building and maintaining client relationships within large qualified and non-qualified employer sponsored plans resulting in expansion of firm's assets under management including individual taxable accounts and College Savings Plans. Identifying underlying emotional responses motivating client’s investment decisions resulting in account solutions, investment guidance and moving money from employer plans to retail investment products and services.

Nov 2005 - Mar 2010
Team & coworkers

Colleagues at Summit Wealth Group

Other employees you can reach at summitwealthgroup.com. View company contacts for 61 employees →

SB Stephanie Brinkman Stephanie Brinkman Colleague at Summit Wealth GroupChandler, Arizona, United States View → SC Stewart Crawford Stewart Crawford Colleague at Summit Wealth GroupMeridian, Mississippi, United States View → RS R. Scott Marks, Cfp® R. Scott Marks, Cfp® Colleague at Summit Wealth GroupGreater Phoenix Area, United States View → JM Jessica Magnuson Jessica Magnuson Colleague at Summit Wealth GroupDenver, Colorado, United States View → DD Dakota Day, Cfp® Dakota Day, Cfp® Colleague at Summit Wealth GroupDenver Metropolitan Area, United States View → TW Tyler Wright Tyler Wright Colleague at Summit Wealth GroupColorado Springs, Colorado, United States View → KF Keith Florquist, Msm, Chfc, Clu Keith Florquist, Msm, Chfc, Clu Colleague at Summit Wealth GroupEvergreen, Colorado, United States View → JC Jamie Cochran, Cfp® Jamie Cochran, Cfp® Colleague at Summit Wealth GroupMemphis, Tennessee, United States View → CW Christopher Wells, Cfp® Christopher Wells, Cfp® Colleague at Summit Wealth GroupRidgeland, Mississippi, United States View → AB Alisha Butterfield Alisha Butterfield Colleague at Summit Wealth GroupRapid City, South Dakota, United States View →
4 education records

Nathan Archuleta, Cfp® Aif® education

Certified Fianncial Planner - Certification Professional Education Program, Financial Planning And Services

College For Financial Planning

Activities and Societies: Certified Financial Planning PractitionerMasters Certificate, Certified Financial Planner Professional Education.

High School

Manitou Springs High School

Activities and Societies: Football, Basketball, Baseball, Jazz Band, Concert Band

Education record

Coronado High School

Activities and Societies: Football, Basketball, Jazz Enseamble, Concert Band

FAQ

Frequently asked questions about Nathan Archuleta, Cfp® Aif®

Quick answers generated from the profile data available on this page.

What company does Nathan Archuleta, Cfp® Aif® work for?

Nathan Archuleta, Cfp® Aif® works for Summit Wealth Group.

What is Nathan Archuleta, Cfp® Aif®'s role at Summit Wealth Group?

Nathan Archuleta, Cfp® Aif® is listed as VP, Senior Financial Advisor at Summit Wealth Group.

What is Nathan Archuleta, Cfp® Aif®'s email address?

AeroLeads has found 1 work email signal at @summitwealthgroup.com for Nathan Archuleta, Cfp® Aif® at Summit Wealth Group.

What is Nathan Archuleta, Cfp® Aif®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 719 for Nathan Archuleta, Cfp® Aif® at Summit Wealth Group.

Where is Nathan Archuleta, Cfp® Aif® based?

Nathan Archuleta, Cfp® Aif® is based in Colorado Springs, Colorado, United States while working with Summit Wealth Group.

What companies has Nathan Archuleta, Cfp® Aif® worked for?

Nathan Archuleta, Cfp® Aif® has worked for Summit Wealth Group, T. Rowe Price Investment Services, and T. Rowe Price.

Who are Nathan Archuleta, Cfp® Aif®'s colleagues at Summit Wealth Group?

Nathan Archuleta, Cfp® Aif®'s colleagues at Summit Wealth Group include Stephanie Brinkman, Stewart Crawford, R. Scott Marks, Cfp®, Jessica Magnuson, and Dakota Day, Cfp®.

How can I contact Nathan Archuleta, Cfp® Aif®?

You can use AeroLeads to view verified contact signals for Nathan Archuleta, Cfp® Aif® at Summit Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Nathan Archuleta, Cfp® Aif® attend?

Nathan Archuleta, Cfp® Aif® holds Certified Fianncial Planner - Certification Professional Education Program, Financial Planning And Services from College For Financial Planning.

What skills is Nathan Archuleta, Cfp® Aif® known for?

Nathan Archuleta, Cfp® Aif® is listed with skills including Series 7, Series 63, Mutual Funds, Investments, 401K, Retirement Planning, Investment Strategies, and Asset Allocation.

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