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Current Employers
Summit Financial Working With People You Trust

43409 Schoenherr Road, Sterling Heights, MI 48313 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-10
MI RA APPROVED 2010-12-01
  • TX RA
    APPROVED_RES
    Since 2022-03-10
  • MI RA
    APPROVED
    Since 2010-12-01

Branch Locations

43409 Schoenherr Road, Sterling Heights, MI 48313 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial Consulting Llc Sterling Heights MI 12/2010 Present
Kwink, Inc Sterling Heights MI 07/2009 Present
Gradient Securities, Llc Arden Hills MN 04/2014 Present
Char Wash Llc Macomb MI 05/2013 06/2023
Summit Tax Services Llc Sterling Heights MI 01/2017 12/2023
Summit Health Services, Llc Sterling Heights MI 09/2018 Present
Kenneth Wink, Sole Proprietor Sterling Heights MI 05/2001 Present
Summit Tax Services Llc Sterling Heights MI 12/2023 Present
  • 12/2010 → Present
    Summit Financial Consulting Llc
    Sterling Heights, MI
  • 07/2009 → Present
    Kwink, Inc
    Sterling Heights, MI
  • 04/2014 → Present
    Gradient Securities, Llc
    Arden Hills, MN
  • 05/2013 → 06/2023
    Char Wash Llc
    Macomb, MI
  • 01/2017 → 12/2023
    Summit Tax Services Llc
    Sterling Heights, MI
  • 09/2018 → Present
    Summit Health Services, Llc
    Sterling Heights, MI
  • 05/2001 → Present
    Kenneth Wink, Sole Proprietor
    Sterling Heights, MI
  • 12/2023 → Present
    Summit Tax Services Llc
    Sterling Heights, MI
Previous Registrations
  • 2005-07-27 → 2014-04-30
    Ann Arbor, MI
    Clinton Township, 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; RIAAND INSURANCE; INVESTMENT ADVISOR REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER; START 12/2010; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS; PORTFOLIOMANAGEMENT, COMPLIANCE OVERSIGHT AND INSURANCE. (2) KWINK, INC; NOT INVESTMENT RELATED; 43409 SCHOENHERR RD, STERLING HEIGHTS MI 48313; LLC SET UP FORTAX PURPOSES; MANAGING MEMBER; START 07/2009; 1 HR/MO; 0/HR/MO DURING TRADING; REPORT TAX INFORMATION TO CPA. (3) OUTSIDE ACTIVITY FOR RIA - GRADIENTSECURITIES, LLC; INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; BROKER DEALER; REGISTERED REPRESENTATIVE; APRIL 2014; APPROXIMATELY20% OF TIME SPENT ON THIS ACTIVITY. (4)SUMMIT TAX SERVICES, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; TAX SERVICES;ASSOCIATE; START 01/2017; 5 HRS/MO; 5 HRS/MO DURING TRADING HOURS; TAX PLANNING, TAX RETURN PREPARATION AND BOOKKEEPING SERVICES. (5) SUMMIT HEALTHSERVICES, LLC; NOT INVESTMENT RELATED; 43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313; HEALTH INSURANCE; AGENT; START 9/2018; 1 HRS/MO; 0 HRS/MO DURINGTRADING HOURS; HEALTH INSURANCE QUOTES/SALES. (6) KENNETH WINK, SOLE PROPRIETOR; INVESTMENT RELATED; STERLING HEIGHTS, MI; INSURANCE SALES; INSURANCEAGENT; 05/2001; 5/ HRS MO; 5/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-22
S63 Uniform Securities Agent State Law Examination 2002-08-15
  • S65 Uniform Investment Adviser Law Examination
    2002-10-22
  • S63 Uniform Securities Agent State Law Examination
    2002-08-15
Other Names
  • Ken Wink

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