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Robert L. Wink
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Sterling Heights, MI 48313
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CRD#: 1804889
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Professional summary
Robert Louis Wink, who also goes by Robert Louis Wink Jr, is a registered financial advisor currently at SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST located in Sterling Heights, Michigan and GRADIENT SECURITIES, LLC located in Sterling Heights, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Louis Wink Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) SUMMIT FINANCIAL CONSULTING, LLC DBA SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST; INVT REL; 43409 SCHOENHERR RD, STERLING HEIGHTS MI 48313; INSURANCE; INVESTMENT ADVISOR REPRESENTATIVE AND MANAGING MEMBER; PORTFOLIO MGMT AND INSURANCE; START 12/2007; 5 HRS/MO; 5 HRS/MO DURING TRADING; CONDUCTING PORTFOLIO MGMT, INSURANCE SALES. (2) OUTSIDE ACTIVITY FOR RIA - SUMMIT FINANCIAL CONSULTING, LLC; GRADIENT SECURITIES, LLC; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; BROKER DEALER; REGISTERED REPRESENTATIVE; APRIL 2014; APPROXIMATELY 20% OF TIME SPENT ON THIS ACTIVITY. (3) SUMMIT TAX SERVICES, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; TAX SERVICES; ASSOCIATE: START 12/2023; 5 HRS/MO; 5 HRS/MO DURING TRADING; TAX PLANNING, TAX RETURN PREPARATION AND BOOKKEEPING SERVICES. (4) ROBERT WINK, SOLE PROPRIETOR; INVESTMENT RELATED; STERLING HEIGHTS, MI; INSURANCE SALES; INSURANCE AGENT; 01/1988; 5/ HRS MO; 5/ HRS MO
CRS (Client Relationship Summary) - RIA
Click below to view Robert Louis Wink's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 26, 2011 - Present
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Office #1: 43409 Schoenherr Road, Sterling Heights, MI 48313RIA
CRD#: 126570
Sterling Heights, MI
Current
April 30, 2014 - Present
GRADIENT SECURITIES, LLC
Office #1: 43409 Schoenherr Road, Sterling Heights, MI 48313Office #2: 4105 Lexington Avenue Suite 380, Arden Hills, MN 55126RIA
BD
CRD#: 127701
Sterling Heights, MI
Past
July 10, 2007 - April 30, 2014
SPC
RIA
CRD#: 110692
ROYAL OAK, MI
Past
December 7, 2004 - December 31, 2006
SPC
RIA
CRD#: 110692
ROYAL OAK, MI
Past
December 7, 2004 - April 30, 2014
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
CLINTON TOWNSHIP, MI
Past
March 10, 2004 - December 8, 2004
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OMAHA, NE
Past
February 16, 2000 - March 9, 2004
FREEDOM FINANCIAL, INC.
BD
CRD#: 45850
OMAHA, NE
Past
January 18, 2000 - February 16, 2000
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
February 26, 1988 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
February 26, 1988 - February 7, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
SUMMIT FINANCIAL CONSULTING | SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST | SUMMIT FINANCIAL CONSULTING LLC
CRD#: 126570 / SEC#: 801-123641
RIA
Registered Investment Advisory firm - (4/7/2022 Approved)Michigan
Registered Investment Advisory firm - (4/19/2022 Terminated)Texas
Registered Investment Advisory firm - (4/11/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/10/2025)
RR
Florida(4/30/2014)
IAR
Michigan(5/26/2011)
RR
Michigan(4/30/2014)
RR
Nevada(10/12/2023)
IAR
Texas(2/28/2017)
RR
Texas(3/27/2018)
RR
Wisconsin(9/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
SUMMIT FINANCIAL CONSULTING | SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST | SUMMIT FINANCIAL CONSULTING LLC
CRD#: 126570 / SEC#: 801-123641
RIA
Registered Investment Advisory firm - (4/7/2022 Approved)Michigan
Registered Investment Advisory firm - (4/19/2022 Terminated)Texas
Registered Investment Advisory firm - (4/11/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
43409 Schoenherr Road, Sterling Heights, MI 48313
Mailing Address
Phone number
(586) 226-2100
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,539 |
| AUM (Assets Under Management) | $ 122,131,914 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
CRD#: 126570Sterling Heights, MI 48313TRUST BUT VERIFY
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Contact information
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