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Robert Louis Wink

SUMMIT FINANCIAL CONSULTING LLC·STERLING HEIGHTS, Michigan
SIE, Series 6, Series 63, Series 65Clean record21 years registeredSUMMIT FINANCIAL CONSULTING LLC
43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313CRD# 1804889Firm CRD# 126570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Louis Wink · STERLING HEIGHTS, MI
Registration
CRD #1804889 · SUMMIT FINANCIAL CONSULTING LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
May 2011 – present
SPC
Jul 2007 – Apr 2014
ROYAL OAK, MI
SPC
Dec 2004 – Dec 2006
ROYAL OAK, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · December 7, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT FINANCIAL CONSULTING LLC
CRD 126570 · SEC 801-123641
AUM
$115M
Regulatory assets under management
Employees
6
1,564 client accounts
Services offered by SUMMIT FINANCIAL CONSULTING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SUMMIT FINANCIAL CONSULTING LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert Louis Wink offer?
Robert Louis Wink specializes in Financial Planning, Investment Management. Contact their office in STERLING HEIGHTS, Michigan for a consultation.
What are Robert Louis Wink's credentials?
Robert Louis Wink is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Louis Wink located?
Robert Louis Wink is based in STERLING HEIGHTS, Michigan, working with SUMMIT FINANCIAL CONSULTING LLC. Their office serves clients in the STERLING HEIGHTS metropolitan area and surrounding communities.
How does Robert Louis Wink charge for services?
Robert Louis Wink's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL CONSULTING LLC?
SUMMIT FINANCIAL CONSULTING LLC has approximately 6 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT FINANCIAL CONSULTING LLC

Kenneth Robert Wink
STERLING HEIGHTS, MI

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