Zachary Bachner (CRD# 6495396) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 5 years of experience in the finance industry. Zachary Bachner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities, LLC | Registered Representative, MN | Feb 2019 - Current | 5 |
| Summit Financial Consulting LLC | Sterling Heights, MI | Feb 2019 - Current | 5 |
| Rivendell Capital Management, LLC | Sterling Heights, MI | Oct 2018 - Current | 5 |
| Summit Insurance Services, LLC | Sterling Heights, MI | Oct 2018 - Current | 5 |
| Summit Tax Services, LLC | Sterling Heights, MI | Jan 2018 - Current | 6 |
| Summit Financial Consulting | Sterling Heights, MI | May 2017 - Current | 6 |
| Central Michigan University | Mt. Pleasant, MI | Sep 2013 - May 2017 | 3 |
| Edward Jones | Ortonville, MI | Jun 2016 - Sep 2016 | < 1 |
| Orba Baseball | Oxford, MI | May 2013 - May 2016 | 3 |
| Edward Jones | Alma, MI | Sep 2015 - Nov 2015 | < 1 |
| Focus Financial Group | Bingham Farms, MI | Jun 2015 - Sep 2015 | < 1 |
| Andy Frain Security | Auburn Hills, MI | May 2014 - Aug 2014 | < 1 |
| Cmu Tech Center | Mt. Pleasant, MI | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
| S63 | Uniform Securities State Law Examination | Feb 2019 |
- MI
- TX
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts1,466ACCOUNTS
-
Average Account Value$71,330
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MI, TX
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