Summit Financial Working With People You Trust

Summit Financial Working With People You Trust (CRD# 126570) is a financial advisory firm headquartered in Sterling Heights, MI. They manage $104,569,422 in 1,466 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
43409 Schoenherr Road, Sterling Heights, MI 48313
https://www.misocialsecurity.com
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Summit Financial Working With People You Trust
Showing 1 - 5 of 5 top financial advisors.
1
Zachary Bachner, financial advisor Sterling Heights MI
Zachary A. Bachner
CRD#: 6495396
43409 Schoenherr Road, Sterling Heights, MI 48313

Zachary Bachner (CRD# 6495396) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 5 years of experience in the finance industry.

2
James Wink, financial advisor Sterling Heights MI
James D. Wink
CRD#: 4840965
43409 Schoenherr Road, Sterling Heights, MI 48313

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.

3
Kenneth Wink, financial advisor Sterling Heights MI
Kenneth R. Wink
CRD#: 4558654
43409 Schoenherr Road, Sterling Heights, MI 48313

Kenneth Wink (CRD# 4558654) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 21 years of experience in the finance industry.

4
Robert Wink, financial advisor Sterling Heights MI
Robert L. Wink
CRD#: 1804889
43409 Schoenherr Road, Sterling Heights, MI 48313

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 35 years of experience in the finance industry.

5
James Baldwin, financial advisor Sterling Heights MI
James C. Baldwin
CRD#: 7451561
43409 Schoenherr Road, Sterling Heights, MI 48313

James Baldwin (CRD# 7451561) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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