Joseph Samuel Zaidain

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1986 → Present
  Mahle, Wack, Zaidain, & Co., Pll
  Miamisburg, OH
• 07/2006 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 12/2017 → 01/2026
  Brass Tax Wealth Management, Inc.
  Miamisburg, OH
• 12/2009 → 10/2025
  Joseph S. Zaidain, Sole Proprietor
  Miamisburg, OH
• 07/2006 → Present
  Wings Of Adrian 122, Llc
  Adrian, MI
• 02/1996 → Present
  Mwz Financial Group, Llc
  Miamisburg, OH
• 01/1993 → Present
  Mwzh Partners
  Miamisburg, OK
• 02/2018 → 10/2025
  Lpl Financial Llc
  Miamisburg, OH
• 10/2025 → Present
  Summit Financial, Llc
  Parsippany, NY
• 10/2025 → Present
  Private Client Services
  Miamisburg, OH

Previous Registrations

• 2017-12-08 → 2025-10-28
  Brass Tax Wealth Management
  Cincinnati, OH
  Cincinnati, OH
• 2018-02-14 → 2020-10-19
  Lpl Financial Llc
  Miamisburg, OH
  Dublin, OH
  Dayton, OH
• 2006-07-24 → 2018-02-21
  Invest Financial Corporation
  Cincinnati, OH
  Miamisburg, OH
  Appleton, WI
• 2000-03-23 → 2009-11-17
  Mwz Financial Group, Llc
  Miamisburg, OH

Other Businesses

1) 720 S Main St Partners LLC. 720 S Main St, Adrian, Michigan. Real Estate Building and Equipment. Partner; real estate rental. 0 hrs/mo. Investment related. 2) Global Financial Partners LLC. 5650 Blazer Prky Suite 134, Dublin, Ohio 43017. Global Financial Partners LLC is an existing affiliate of PCS. I am President and Chief Investment Office. My role is to provide support to Edward S. Campbell, existing clients and assist in expanding. 100 hrs/mo; 60 during trading hrs. Investment related. 3) MWZ Financial Group LLC. 401 E Rahn Rd, Dayton, Ohio 45429. Business entity for tax and investment purposes. This is an entity I am using as a source of my tax/planning income. 10 hrs/mo; 1 during trading hrs. Investment related. 4) Mahle, Wack, Zaidain & CO PPL. 228 Byers Road Suite 300, Miamisburg, Ohio 45342. CPA Firm. Non-equity partner. Consult on, review and prepare taxes, financial statements, etc. Not investment related. 5) Joseph S Zaidain. 401 E Rahn Rd, Dayton, Ohio 45429. Non-variable insurance. Insurance, AGT, Medicare supplement and health insurance consulting and sales. 4 hrs/mo; 1 during trading hrs. Not investment related. 6) Wings of Adrian 122 LLC. 228 Byers Rd, Suite 300, Miamisburg, Ohio 45342. Partnership that owns the restaurant operation dba "Frickers" at 720 S main St, Adrian, Michigan. Partner. 0 hrs/mo. Investment related. 7) Summit Financial, LLC. 4 Campus Drive, Parsippany, NJ. 160 hrs/mo; 125 during trading hrs. 8) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Zaidain Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-21

Designations

• Personal Financial Specialist

Other Names

• Joe Zaidain