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Financial ADVSR advisor directory · SEC adviser records

Summit Financial Working With People You Trust financial advisors in Michigan

Every SEC-registered investment adviser representative at a Summit Financial Working With People You Trust office in Michigan, by city and A to Z.

The short answer

5 registered advisors work at Summit Financial Working With People You Trust in Michigan, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Sterling Heights (5). 1 list the CFP designation and 5 are also registered broker representatives.

Summit Financial Working With People You Trust advisors by city in Michigan

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Sterling Heights 5

Summit Financial Working With People You Trust advisors in Michigan, A to Z

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Questions

How many Summit Financial Working With People You Trust financial advisors are in Michigan?

5 investment adviser representatives are registered at Summit Financial Working With People You Trust offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Where in Michigan does Summit Financial Working With People You Trust have the most advisors?

Sterling Heights, with 5. Summit Financial Working With People You Trust has advisors in 1 city in Michigan.

How do I check a Summit Financial Working With People You Trust advisor in Michigan?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summit Financial Working With People You Trust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.