Five Star award winner Christopher Heckadon, CLU®

PROFESSIONAL PROFILE

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Christopher Heckadon, CLU^®

Managing Partner

Summit Pointe Financial

2641 NE McBaine Drive

Lee's Summit, MO 64064

Office: 816-251-3333

Cell: 816-645-3626

chrish@sptfg.com
www.sptfg.com

INTRODUCTION

About Christopher Heckadon, CLU®

Chris is the founder and Managing Partner of Summit Pointe Financial. Whether on the front lines of working with business owners or advocating for those who have little or no voice in financial decisions, Chris prides himself on seeing the firm’s clients reach financial success. He feels his greatest asset is the team he’s built around him who work together to create customized plans for his clients.

With over 25 years of industry experience, Chris specializes in the areas of reducing taxes in retirement, through the Strategic Movement Around Retirement Taxation (SMART) Strategies, financial planning, asset management, and customized executive benefits programs. He earned his Chartered Life Underwriter (CLU) designation in March of 2004 and is pursuing his Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.

Chris was born in San Diego and raised in Kansas City. He graduated from Central Missouri State University (CMSU), was a 2-year Co-Captain for the Mules wrestling team, and a two-time NCAA National Qualifier.

As the 2001 World FIAS Sombo Champion, Chris understands the importance of dedication, motivation, and discipline. He is proud to see the same traits in his three children. His oldest daughter played soccer at Northwest Missouri State University, graduated and is working on her MBA, his son plays soccer for Sporting BV Academy and for Lee’s Summit West High School, and his youngest daughter swims competitively for Empire Swim Club. Chris enjoys playing golf and is a member of Loch Lloyd Country Club and The Club at Porto Cima.

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This award was issued on 01/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2198 Kansas City-area wealth managers were considered for the award; 119 (5 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 2,000, 121, 6%, 1/1/25, 4/10/24 - 10/31/24; 2024: 1,897, 136, 7%, 1/1/24, 4/10/23 - 10/31/23; 2023: 1,843, 138, 7%, 1/1/23, 4/18/22 - 10/21/22; 2022: 1,670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1,678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1,579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1,574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1,387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1,572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

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Securities offered through the O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. 513-794-6794. Investment Advisory Services offered through O.N. Investment Management Company.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.