Summit Financial Consulting

Summit Financial Consulting (CRD# 126570) is a financial advisory firm headquartered in Sterling Heights, MI. They manage $50,512,493 in 746 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $67,711
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Summit Financial Consulting
Showing 1 - 3 of 3 top financial advisors.
1
James D. Wink
CRD#: 4840965
43409 Schoenherr Road, Sterling Heights, MI 48313
93
Wealthminder
score

James Wink (CRD# 4840965) is an Investment Advisor Representative working at Summit Financial Consulting in Sterling Heights, MI and has over 11 years of experience in the finance industry.

2
Kenneth R. Wink
CRD#: 4558654
43409 Schoenherr Road, Sterling Heights, MI 48313
93
Wealthminder
score

Kenneth Wink (CRD# 4558654) is an Investment Advisor Representative working at Summit Financial Consulting in Sterling Heights, MI and has over 14 years of experience in the finance industry.

3
Robert L. Wink
CRD#: 1804889
43409 Schoenherr Road, Sterling Heights, MI 48313
93
Wealthminder
score

Robert Wink (CRD# 1804889) is an Investment Advisor Representative working at Summit Financial Consulting in Sterling Heights, MI and has over 28 years of experience in the finance industry.

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