Joseph Michael Reardon
Investment adviser representative at Summit Financial Strategies Inc
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
Are you Joseph Michael Reardon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Summit Financial Strategies, Inc.Sep 2002 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (OH).
Summit Financial Strategies Inc
$2.3BAssets managed
1,026Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2229120
- Firm CRD
- 110112