Our Firm
- Our History & Values
- Our Process
Meet The Team
Services
Happenings
- Wealth Insights
- Calendar of Events
Client Center
- Client Logins
- Resources
Contact

Client Center

LPL Account View Client Login

Location Connect Hours. Social Media

8010 S. County Rd. 5 Phone: 970-330-9858 Mon-Fri 9am - 5pm.

Suite 106 Fax: 970-330-9859 By appointment only

Windsor, CO 80528 Email: Jackie@K2summitwealth.com

Securities and advisory offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

LPL Financial Form CRS

Powered by Twenty Over Ten

Check the background of this firm/advisor on FINRA’s BrokerCheck.