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Alex Tanner

Summit Financial, LLC

Farmington Hills, MI

CRD 8313998

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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:

Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-07-14
  • MI RA
    APPROVED
    Since 2026-07-14

Branch Locations

27555 Executive Drive Suite 190, Farmington Hills, MI 48331 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial, Llc Parsippany NJ 07/2026 Present
Michigan State University East Lansing MI 09/2022 05/2026
Whitmore Lake High School Whitmore Lake MI 09/2018 06/2022
Whitmore Lake Middle School Whitmore Lake MI 09/2015 06/2018
  • 07/2026 → Present
    Summit Financial, Llc
    Parsippany, NJ
  • 09/2022 → 05/2026
    Michigan State University
    East Lansing, MI
  • 09/2018 → 06/2022
    Whitmore Lake High School
    Whitmore Lake, MI
  • 09/2015 → 06/2018
    Whitmore Lake Middle School
    Whitmore Lake, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-13
Other Names
  • Alex Bradley Tanner

View on SEC IAPD

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