Daniel Ladzinski has been an investment adviser representative at Summit Financial Consulting since July 2024, and is not listed among the firm’s executive officers or direct owners. Daniel Ladzinski holds a B.S. in Financial Management and Applied Mathematics from Hillsdale College and an M.S. in Personal Financial Planning from the College for Financial Planning.
Summit Financial Consulting LLC is a Sterling Heights, MI firm with $219M under management, 1,139 clients and 6 advisers in one office, as of its September 2026 filing.
Daniel A. Ladzinski is Advisor in Client Services at Summit Financial Consulting, LLC. He is a financial advisor with experience in several wealth management companies in the surrounding area and has 2 years of experience.
- – present · 2 yearsSterling Heights, MI · Adviser representative · Firm CRD 126570
Professional designations
Listed by Summit Financial Consulting
- CFP®
- CRPC®
- AWMA®
- MPAS™
Investment adviser representative registrations
Daniel Ladzinski is registered as an investment adviser representative in Michigan, since July 2024.
- MichiganSince 29 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2024 |
| Series 7TO | General Securities Representative Examination | 25 October 2024 |
| SIE | Securities Industry Essentials Examination | 9 August 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 July 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Adam Ladzinski
- CRD
- 7889316
- Firm
- Summit Financial Consulting · CRD 126570
- Office
- 43409 SCHOENHERR ROAD, Sterling Heights, MI 48313
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- summitfc.net
Where does Daniel Ladzinski work?
Daniel Ladzinski is an investment adviser representative registered through Summit Financial Consulting LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Ladzinski a financial advisor?
Yes. Daniel Ladzinski has a current investment-adviser registration in Michigan, through Summit Financial Consulting since July 2024.
How many years of experience does Daniel Ladzinski have?
Daniel Ladzinski has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Daniel Ladzinski passed?
Daniel Ladzinski has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in July 2024.
Where is Daniel Ladzinski based?
Daniel Ladzinski’s registered office is in Sterling Heights, MI.
Is Daniel Ladzinski registered with FINRA?
Yes. Daniel Ladzinski has a current broker registration, under CRD 7889316.
Source: FINRA BrokerCheck
Is Daniel Ladzinski a CFP?
Summit Financial Consulting lists Daniel Ladzinski with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Daniel A. Ladzinski, M.S., CFP®, CRPC®, AWMA®, MPAS™ biography, summitfc.net
How can I verify Daniel Ladzinski’s record?
Search CRD 7889316 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Ladzinski’s full registration record.
