Haley & Summers Wealth Management, Inc.

Haley & Summers Wealth Management, Inc. (CRD# 108722) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $57,000,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $1,295,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
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

Jeffrey Haley (CRD# 3053769) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne, IN and has over 25 years of experience in the finance industry.

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

Roger Summers (CRD# 1360759) is an Investment Advisor Representative working at Haley & Summers Wealth Management, Inc. in Fort Wayne , IN and has over 38 years of experience in the finance industry.

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