Zachary
Bachner
Summit Financial Working With People You Trust
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About this Advisor
Zachary Bachner is a financial advisor based in Sterling Heights, Michigan, working with Summit Financial Working With People You Trust. Zachary has previously held positions at Gradient Securities, LLC, Summit Financial Consulting, Central Michigan University, Edward Jones, Focus Financial Group, Andy Frain Security, Orba Baseball, Rivendell Capital Management, LLC, Summit Financial Consulting LLC, Summit Insurance Services, LLC, and Summit Tax Services, LLC. Zachary has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Zachary is part of Summit Financial Working With People You Trust, which operates out of Sterling Heights, Michigan. The firm has 5 employees and manages assets totaling $115.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Summit Financial Working With People You Trust includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial Working With People You Trust Brokerage Details
$115,101,512
5
1,564
$73,594
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
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
Andy Frain Security
Central Michigan University
Orba Baseball
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 6/19/2024. 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.
