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Michael Collin Bremer

Summit Financial, LLC

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About Michael Collin Bremer

Michael Collin Bremer is an investment advisor representative with Summit Financial, LLC, based in Parsippany, NJ. Michael has been in the industry since 1992 and holds a variety of licenses and certifications. Michael is a highly experienced professional with a strong commitment to providing personalized financial advice to individuals and families.

Firm Information

Michael Bremer is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Bremer’s Registration & Firm History

NJ

12/21/2018 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NJ

09/25/2007 - 10/29/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

PA

11/12/1992 - 06/12/2006

METLIFE SECURITIES INC. (TUNKHANNOCK PA)

PA

11/12/1992 - 06/12/2006

METROPOLITAN LIFE INSURANCE COMPANY (TUNKHANNOCK PA)

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Licenses & Designations

BC

Issued 12/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2011

Series 4 - Registered Options Principal Examination

BC

Issued 09/15/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/14/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/13/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/25/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/06/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Collin Bremer.
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