Joseph Samuel Zaidain
Investment adviser representative at Summit Financial, LLC
40 yearsExperience
1 stateRegistered in
PFSDesignation
$26.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Private Client ServicesOct 2025 to now
- Summit Financial, LLCOct 2025 to now
- Wings of Adrian 122, LLCJul 2006 to now
- Mwz Financial Group, LLCFeb 1996 to now
- Mwzh PartnersJan 1993 to now
- Mahle, Wack, Zaidain, & Co., PllAug 1986 to now
- LPL Financial LLCFeb 2018 to Oct 2025
- Brass Tax Wealth Management, Inc.Dec 2017 to Jan 2026
- Joseph S. Zaidain, Sole ProprietorDec 2009 to Oct 2025
- Invest Financial Corp.Jul 2006 to Feb 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
7 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
- 3092471
- Firm CRD
- 299322