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Daniel Everett Haynes

SUMMIT STRATEGIES INC·ST LOUIS, Missouri
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8182 MARYLAND AVE, 6TH FLOOR, ST LOUIS, MO 63105-3771CRD# 6164667Firm CRD# 107161
01

About

Daniel Everett Haynes is a registered financial advisor based in ST LOUIS, Missouri, affiliated with SUMMIT STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMIT STRATEGIES INC
SUMMIT STRATEGIES GROUP
AUM
$3.9B
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at SUMMIT STRATEGIES INC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: SEE SCHEDULE D ITEM 5E(7)
Regulatory
SEC/IARD CRD# 6164667
Firm CRD# 107161
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Everett Haynes offer?
Daniel Everett Haynes specializes in Retirement Planning, Wealth Management. Contact their office in ST LOUIS, Missouri for a consultation.
What are Daniel Everett Haynes's credentials?
Daniel Everett Haynes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Everett Haynes located?
Daniel Everett Haynes is based in ST LOUIS, Missouri, working with SUMMIT STRATEGIES INC. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.
How does Daniel Everett Haynes charge for services?
Daniel Everett Haynes's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: see schedule d item 5e(7). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT STRATEGIES INC?
SUMMIT STRATEGIES INC has approximately 62 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST LOUIS
David Michael Minnick — STIFEL, NICOLAUS & COMPANY, INCORPORATEDStephen Patrick Holmes — SUMMIT STRATEGIES INCDaniel Joseph Holmes — SUMMIT STRATEGIES INCThomas Patrick Pollihan — SUMMIT STRATEGIES INCJohn Glenn Anderson — AHM ASSET MANAGEMENT, LLC
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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