SUMMIT FINANCIAL CONSULTING LLC

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
STERLING HEIGHTS, Michigan·2 registered advisors·CRD# 126570
SEC# 801-1236410586-226-2100
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL CONSULTING LLC

2 registered advisors
Kenneth Robert Wink
STERLING HEIGHTS, Michigan
Robert Louis Wink
STERLING HEIGHTS, Michigan
05

Office Locations

STERLING HEIGHTS, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL CONSULTING LLC (CRD# 126570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.