Zachary Allen Bachner

Current Employers

Employment History

• 02/2019 → Present
  Gradient Securities, Llc
  Registered Representative, MN
• 05/2017 → Present
  Summit Financial Consulting
  Sterling Heights, MI
• 09/2013 → 05/2017
  Central Michigan University
  Mt. Pleasant, MI
• 06/2016 → 09/2016
  Edward Jones
  Ortonville, MI
• 10/2018 → Present
  Rivendell Capital Management, Llc
  Sterling Heights, MI
• 02/2019 → Present
  Summit Financial Consulting Llc
  Sterling Heights, MI
• 10/2018 → Present
  Summit Insurance Services, Llc
  Sterling Heights, MI
• 01/2018 → Present
  Summit Tax Services, Llc
  Sterling Heights, MI
• 07/2018 → Present
  Zachary Bachner, Sole Proprietor
  Sterling Heights, MI

Other Businesses

(1.) SUMMIT FINANCIAL CONSULTING, LLC DBA SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; FINANCIAL PLANNING; PARAPLANNER; START 05/2017; 160 HOURS PER MONTH; 160 HOURS DURING SECURITIES TRADING HOURS; FINANCIAL PLANNING AND INSURANCE SALES. (2.) RIVENDELL CAPITAL MANAGEMENT, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; LIMITED LIABILITY COMPANY; OWNER; START 10/2018; 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; LLC CREATED TO RUN COMMISSIONS THROUGH. (3.) SUMMIT HEALTH SERVICES; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; HEALTH INSURANCE; AGENT; START 10/2018; 3 HOURS PER MONTH; 3 HOURS DURING SECURITIES TRADING HOURS; SALES OF HEALTH INSURANCE. (4.) SUMMIT INSURANCE SERVICES; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; P&C INSURANCE; AGENT; START 11/2018; 3 HOURS PER MONTH; 3 HOURS DURING SECURITIES TRADING HOURS; GATHER QUOTES FROM VARIOUS PROVIDERS. (5.) OUTSIDE ACTIVITY FOR RIA - GRADIENT SECURITIES, LLC; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; BROKER DEALER; REGISTERED REPRESENTATIVE; FEBRUARY 2019; REGISTERED REPRESENTATIVE. (6.) SUMMIT TAX SERVICES, LLC; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; TAX SERVICES; MEMBER; START 01/2018; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; TAX RETURN PREPARATION, BOOKKEEPING SERVICES. (7.) ZACHARY BACHNER, SOLE PROPRIETOR; INVESTMENT RELATED; STERLING HEIGHTS, MI; 07/2018; INSURANCE SALES; INSURANCE AGENT; 5/ HRS MO; 5/ HRS MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-28
• S65 Uniform Investment Adviser Law Examination
  2018-10-08

Designations

Other Names

• Zach Bachner