Robert Wink, financial advisor Sterling Heights MI

Robert Wink

CRD Number: 1804889
Current Firm: Summit Financial Working With People You Trust

Robert Wink (CRD# 1804889) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Tax Services LLC Sterling Heights, MI Jan 2017 - Current 5
Gradient Securities, LLC Arden Hills, MN Apr 2014 - Current 8
Summit Financial Consulting LLC Sterling Heights, MI May 2011 - Current 11
Summit Financial Consulting LLC Sterling Heights, MI Dec 2007 - Current 14
Sigma Planning Corporation Ann Arbor, MI May 2005 - Apr 2014 8
Sigma Financial Corporation Ann Arbor, MI Dec 2004 - Apr 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Robert L. Wink
Phone Number: 586-226-2100
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    1,359
    ACCOUNTS
  • Average Account Value
    $76,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

MI, TX

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