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Current Employers
Summit Financial Working With People You Trust

43409 Schoenherr Road, Sterling Heights, MI 48313 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-29
  • MI RA
    APPROVED
    Since 2024-07-29

Branch Locations

43409 Schoenherr Road, Sterling Heights, MI 48313 • 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 Consulting Llc Sterling Heights MI 07/2024 Present
Full Time Student Macomb MI 09/2013 05/2024
American Retirement Advisors Metamora MI 05/2021 01/2022
Strategic Wealth Advisors Group Utica MI 05/2022 08/2023
Dal Essentials Llc Macomb MI 02/2021 Present
Summit Financial Consulting Llc Sterling Heights MI 05/2024 07/2024
Daniel Ladzinski, Sole Proprietor Sterling Heights MI 08/2022 Present
Hillsdale College Hillsdale MI 09/2020 05/2024
  • 07/2024 → Present
    Summit Financial Consulting Llc
    Sterling Heights, MI
  • 09/2013 → 05/2024
    Full Time Student
    Macomb, MI
  • 05/2021 → 01/2022
    American Retirement Advisors
    Metamora, MI
  • 05/2022 → 08/2023
    Strategic Wealth Advisors Group
    Utica, MI
  • 02/2021 → Present
    Dal Essentials Llc
    Macomb, MI
  • 05/2024 → 07/2024
    Summit Financial Consulting Llc
    Sterling Heights, MI
  • 08/2022 → Present
    Daniel Ladzinski, Sole Proprietor
    Sterling Heights, MI
  • 09/2020 → 05/2024
    Hillsdale College
    Hillsdale, MI
Other Businesses

(1) DAL ESSENTIALS LLC; NOT INV RELATED; MACOMB, MI; OWNER; START 02/2021; 1 HOUR PER MONTH; 1 HOUR DURING SECURITIES TRADING HOURS; RETAIL SALES. (2) DANIEL LADZINSKI; SOLE PROPRIETOR; INV RELATED; STERLING HEIGHTS, MI; INSURANCE AGENT; START 07/2024; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; SELLS INSURANCE PRODUCTS. (3) SUMMIT FINANCIAL CONSULTING, LLC; INV RELATED; STERLING HEIGHTS, MI; INVESTMENT ADVISOR REPRESENTATIVE; START 07/2024; 80 HOURS PER MONTH; 80 HOURS DURING SECURITIES TRADING HOURS; OFFERS FINANCIAL ADVISORY SERVICES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-22
S65 Uniform Investment Adviser Law Examination 2024-07-03
  • S63 Uniform Securities Agent State Law Examination
    2024-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-07-03
Designations
Other Names
  • Daniel Ladzinski

View on SEC IAPD

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