Robert Louis Wink
Investment adviser representative at Summit Financial Working With People You Trust
38 yearsExperience
2 statesRegistered in
$219MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
38 years in the industry.
- Summit Tax Services LLCJan 2017 to now
- Gradient Securities, LLCApr 2014 to now
- Summit Financial Working With People You TrustMay 2011 to now
- Summit Financial Consulting LLCDec 2007 to now
- Robert Wink, Sole ProprietorJan 1988 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Summit Financial Working With People You Trust
Legal name: Summit Financial Consulting LLC
$219MAssets managed
1,139Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1804889
- Firm CRD
- 126570