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Bruce Edger, financial advisor Hastings MI

Bruce Edger

Edger Financial Group

CRD Number: 1836961
Current Firm: Summit Advisors, LLC
Compensation Model: Both
Bruce Edger (CRD# 1836961) is an Investment Advisor Representative working at Summit Advisors, LLC in Kalamazoo, MI and has over 28 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Apple Street LLC Hastings, MI Mar 2017 - Current 7
Summit Advisors Canonsburg, PA Jan 2010 - Current 14
Northpointe Bancshares Inc. Grand Rapids, MI Jan 2005 - Current 19
Self Employed Hastings, MI Jan 1991 - Current 33
Beaconsfield Financial Services, Inc. Hastings, MI Oct 1990 - Current 33
Pension Systems LLC Kalamazoo, MI Jan 2014 - Mar 2018 4
Giffin Financial Kalamazoo, MI Jan 1987 - Nov 2015 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Bruce L. Edger
518 West Apple Street, Hastings, MI 49058
Phone Number: 724-745-6800
Registered State(s):
  • MI
Current Firm Details
Summit Advisors, LLC
Firm's CRD Number: 144486
160 Technology Drive, Suite 101, Canonsburg, PA 15317
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $430,548
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, PA

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