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Michael Alan Demeyere

Summit Wealth Strategies Group, LLC

Brighton, MI

CRD 3220368

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Employer firm

Summit Wealth Strategies Group, LLC CRD 149913

$60.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTATION SERVICES

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

Current Employers
Summit Wealth Strategies Group, Llc

Brighton, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-04-21
  • MI RA
    APPROVED
    Since 2010-04-21

Branch Locations

Brighton, MI • 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 Wealth Strategies Group, Llc Brighton MI 03/2009 Present
Cynosure Financial, Inc. Clinton Township MI 03/2009 12/2019
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-30
S63 Uniform Securities Agent State Law Examination 1999-05-27
  • S66 Uniform Combined State Law Examination
    2003-06-30
  • S63 Uniform Securities Agent State Law Examination
    1999-05-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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