Robert Louis Wink

Current Employers

Employment History

• 05/2011 → Present
  Summit Financial Consulting Llc
  Sterling Heights, MI
• 04/2014 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 12/2007 → Present
  Summit Financial Consulting Llc
  Sterling Heights, MI
• 01/2017 → 12/2023
  Summit Tax Services Llc
  Sterling Heights, MI
• 01/1988 → Present
  Robert Wink, Sole Proprietor
  Sterling Heights, MI
• 12/2023 → Present
  Summit Tax Services Llc
  Sterling Heights, MI

Previous Registrations

• 2004-12-07 → 2014-04-30
  Spc
  Ann Arbor, MI
  Royal Oak, MI

Other Businesses

(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

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-24
• S63 Uniform Securities Agent State Law Examination
  1988-05-19

Other Names

• Robert Louis Wink
• Robert Louis Wink