Financial ServicesFinancial Planning & InvestmentActiveVerified

Summit Financial Group

ANTHONY DAMON SHINE, Registered Agent

Summit Financial Group, based in Golden, CO, offers financial planning and investment services to individuals and businesses. The website emphasizes helping clients achieve financial independence.

Filed November 13, 2025 · Morrison, CO · Jefferson County

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Source

Colorado Secretary of State · Entity 20258239718 · Retrieved June 12, 2026

View the official record ›JSON record ›

About Summit Financial Group

Summit Financial & Insurance Group LLC filed in Colorado on November 13, 2025, with a principal address in Morrison. Owner Anthony Damon Shine filed personally as the registered agent. The company's domain was registered over 16 years before the filing, on January 10, 2009, through IONOS SE. We estimate annual revenue between $100K and $1M and 1 to 5 employees, operating from a brick-and-mortar location. No annual report or EIN on file yet.

  • Domain registered 16 years before the company filed, suggesting a long-standing online presence.
  • Owner filed personally as the registered agent, indicating direct involvement.
  • We estimate revenue of $100K-$1M and 1-5 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 31 new businesses registered in Morrison in November 2025, and the only financial services business registered there that month.

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Filing Details

Entity NameSummit Financial & Insurance Group LLC
Entity TypeLLC
Entity Number20258239718
Filing DateNovember 13, 2025
Principal AddressLocked
City / State / ZipMorrison, CO 80465
CountyJefferson
TimezoneMountain (MT)
EIN on FileNo
Registered AgentANTHONY DAMON SHINE
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 6151 days before filing · registrar IONOS SE
Website BuildModern · Divi
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
Related Filings1 at the same address · 1 with the same owner name
First Recorded by DayOneLeadJune 12, 2026 (211 days after filing)

Verified Business Profile

SubcategoryFinancial Planning & Investment

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Summit Financial Group registered?

Summit Financial Group was registered as LLC on November 13, 2025 in Colorado.

Where is Summit Financial Group located?

Summit Financial Group is based in Morrison, CO, 80465, in Jefferson County.

What type of business is Summit Financial Group?

Summit Financial Group is classified as a financial services business (financial planning & investment).

Does Summit Financial Group have an EIN on file?

No EIN was found on file for Summit Financial Group at the time of registration.

Who Sells to This Business

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