Zachary
Bachner
Summit Financial Working With People You Trust
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About this Advisor
Zachary Bachner is a financial advisor working in Sterling Heights, Michigan who has 4 years of industry experience. Bachner currently works for Summit Financial Working With People You Trust. Their career trajectory has included roles at Gradient Securities, LLC, Summit Financial Consulting, Central Michigan University, Edward Jones, Focus Financial Group, Cmu Tech Center, Andy Frain Security, Al'S Car Wash, Orba Baseball, Oxford High School, Rivendell Capital Management, LLC, Summit Financial Consulting LLC, Summit Insurance Services, LLC and Summit Tax Services, LLC. Bachner maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Michigan and Texas. Summit Financial Working With People You Trust is a registered investment company operating out of Sterling Heights, MI. It manages $95 million in assets between its 878 accounts, placing it among the smaller firms in the nation by assets under management. Of its 878 customer accounts, just 7% belong to high-net-worth investors who have more than $1 million in investable assets. Summit Financial Working With People You Trust offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which service is provided. Fees billed by Summit Financial Working With People You Trust most likely are comprised of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Working With People You Trust Brokerage Details
$94,695,777
5
878
$107,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Zachary Bachner Work History
Zachary has been registered as a financial advisor for 4 years.*
Gradient Securities, LLC
Summit Financial Consulting LLC
Rivendell Capital Management, LLC
Summit Insurance Services, LLC
Summit Tax Services, LLC
Summit Financial Consulting
Edward Jones
Edward Jones
Focus Financial Group
Cmu Tech Center
Andy Frain Security
Central Michigan University
Al'S Car Wash
Orba Baseball
Oxford High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Bachner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Financial Working With People You Trust
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
