Haley & Summers Wealth Management, Inc.

Haley & Summers Wealth Management, Inc. (CRD# 108722) is a financial advisory firm headquartered in , . They manage $26,000,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $247,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Haley & Summers Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey L. Haley
CRD#: 3053769
Fort Wayne, IN
93
Wealthminder
score

Jeffrey Haley (CRD# 3053769) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne, IN and has over 18 years of experience in the finance industry.

2
Roger C. Summers
CRD#: 1360759
Fort Wayne , IN
93
Wealthminder
score

Roger Summers (CRD# 1360759) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne , IN and has over 31 years of experience in the finance industry.

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