John Michael Rusciano
Investment adviser representative at Summit Financial, LLC
25 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
25 years in the industry.
- Summit Financial, LLCFeb 2025 to now
- Summit Financial, LLC dba Grandview Square FinancialFeb 2025 to now
- Purshe Kaplan Sterling InvestmentsFeb 2025 to Jun 2025
- Northwestern Mutual Wealth Management CompanyMar 2009 to Feb 2025
- Northwestern Mutual Investment Services, LLCAug 2001 to Feb 2025
- Northwestern Mutual Life Insurance CompanyJul 2001 to Feb 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4425958
- Firm CRD
- 299322