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Michael Robert Scherer

Vice President/Treasurer/Chief Financial OfficerSummit Financial Strategies IncCRD 5920189

About Michael Robert Scherer

Michael Robert Scherer is listed as Vice President/Treasurer/Chief Financial Officer at Summit Financial Strategies Inc in Columbus, OH. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Summit Financial Strategies Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Robert Scherer work?

Michael Robert Scherer is listed as Vice President/Treasurer/Chief Financial Officer at Summit Financial Strategies Inc on SEC Form ADV.

How much of Summit Financial Strategies Inc does Michael Robert Scherer own?

Form ADV reports a beneficial ownership band of 10-25%.

Summit Financial Strategies Inc

TitleVice President/Treasurer/Chief Financial Officer
Ownership10-25%
Control personYes
Since2020
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