Zachary Bachner has been an investment adviser representative at Summit Financial Consulting since February 2019, and is not listed among the firm’s executive officers or direct owners. Zachary Bachner studied at Central Michigan University.
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.
Zachary A. Bachner is Advisor and Director of Financial Planning at Summit Financial Consulting, LLC. He is responsible for the bulk of the financial planning, investment analysis and solution recommendations for the office. He has 8 years of experience.
- – present · 7 yearsSterling Heights, MI · Adviser representative · Firm CRD 126570
Professional designations
Listed by Summit Financial Consulting
- CFP®
Investment adviser representative registrations
Zachary Bachner is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Texas, in November 2022.
- MichiganSince 8 February 2019
- TexasResidentSince 9 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2019 |
| Series 7TO | General Securities Representative Examination | 9 February 2019 |
| SIE | Securities Industry Essentials Examination | 3 December 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2018 |
- 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
- Zachary Allen Bachner
- CRD
- 6495396
- Firm
- Summit Financial Consulting · CRD 126570
- Office
- 43409 SCHOENHERR ROAD, Sterling Heights, MI 48313
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- summitfc.net
Where does Zachary Bachner work?
Zachary Bachner is an investment adviser representative registered through Summit Financial Consulting LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Bachner a financial advisor?
Yes. Zachary Bachner has a current investment-adviser registration in Michigan and Texas, through Summit Financial Consulting since February 2019.
How many years of experience does Zachary Bachner have?
Zachary Bachner has 7 years in the financial industry, since February 2019, across 1 adviser firm.
What exams has Zachary Bachner passed?
Zachary Bachner has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in October 2018.
Where is Zachary Bachner based?
Zachary Bachner’s registered office is in Sterling Heights, MI.
Is Zachary Bachner registered with FINRA?
Yes. Zachary Bachner has a current broker registration, under CRD 6495396.
Source: FINRA BrokerCheck
Is Zachary Bachner a CFP?
Summit Financial Consulting lists Zachary Bachner with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Zachary Bachner’s record?
Search CRD 6495396 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Bachner’s full registration record.
