James Wink, financial advisor Sterling Heights MI

James Wink

CRD Number: 4840965
Current Firm: Summit Financial Working With People You Trust

James Wink (CRD# 4840965) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Insurance Services, LLC Sterling Heights, MI Sep 2018 - Current 5
Summit Tax Services LLC Sterling Heights, MI Jan 2017 - Current 7
Gradient Securities, LLC Arden Hills, MN Apr 2014 - Current 9
Summit Financial Consulting LLC Sterling Heights, MI Dec 2010 - Current 13
James D. Wink, Inc. Sterling Heights, MI Jul 2009 - Current 14
Sigma Planning Corporation Clinton Township, MI Apr 2010 - Apr 2014 4
Sigma Financial Corporation Ann Arbor, MI Apr 2006 - Apr 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for James D. Wink
Phone Number: 586-226-2100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $71,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MI, TX

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