Zachary Allen Bachner
Investment adviser representative at Summit Financial Working With People You Trust
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$219MFirm assets
Are you Zachary Allen Bachner? 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Summit Financial Working With People You TrustFeb 2019 to now
- Gradient Securities, LLCFeb 2019 to now
- Rivendell Capital Management, LLCOct 2018 to now
- Summit Insurance Services, LLCOct 2018 to now
- Zachary Bachner, Sole ProprietorJul 2018 to now
- Summit Tax Services, LLCJan 2018 to now
- Summit Financial Consulting LLCMay 2017 to now
- Central Michigan UniversitySep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Summit Financial Working With People You Trust
Legal name: Summit Financial Consulting LLC
$219MAssets managed
1,139Clients
6Advisers
4 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
- 6495396
- Firm CRD
- 126570