Michael Alan Halvorsen

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

• 06/1998 → 10/2020
  Asset Planning Services, Ltd.
  Harleysville, PA
• 10/2020 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2016-03-18 → 2020-10-20
  Asset Planning Services Ltd.
  Harleysville, PA

Other Businesses

1) Mr. Halvorsen is the owner of MRK Wealth Advisors, LLC a DBA for Summit business, but also offers non-related Summit business through this DBA such as tax preparation by a licensed CPA. Nature of business is tax preparation for clients; address is 68 East Court Street, Doylestown PA 18901. Mr. Halvorsen oversees the CPA who will spend approximately 20% of their time preparing income taxes, start date: 2021. He will devote less than 1 hour per month to this outside activity and 0 hours during securities trading hours. This service is offered voluntarily to clients; they may choose to work with whomever they would like for income tax preparation. Some clients have requested that he provide this service. Investment related but specific to income tax preparation services.

Designations

• Certified Financial Planner