Robert WinkCRD 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.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|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|
Total Assets Under Management103MILLIONS
Total Number of Accounts1,359ACCOUNTS
Average Account Value$76,118
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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