Derrick Paul Winke

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1983 → Present
  Wink Accounting Services Inc.
  Troy, MI
• 11/1983 → Present
  R.G. Winkee Assoc. Inc.
  Troy, MI
• 06/1984 → Present
  Self Employed
  Sterling Heights, MI
• 06/1984 → Present
  Red Financial Services Inc.
  Troy, MI
• 12/1992 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 02/2005 → Present
  Spc
  Ann Arbor, MI

Other Businesses

WINK INC / WINK TAX SERVICES: ENROLLED AGENT, ACCOUNTING, INCOME TAX PREP, TAX PLANNING, TAX REPRESENTATIVE, DIVORCE PLANNING AND DOMESTIC & CIVIL MEDIATION SERVICES. Certified Acceptance Agent with the IRS, US Dept. of Treasury. Can certify copies of original documents so that originals are not required to be sent to the IRS. Service offered through Wink Inc./Wink Tax Services. Approx. 2-6 hrs/mo. WINK FINANCIAL SERVICES. SELLS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. Volunteer Board Member - The National Pancreas Foundation Inc. - MI Chapter. Start date: 2/1/17, approx. 5 hrs/mo. Co-Trustee of my father's revocable living trust. Start date: 11/27/18, approx. 10 hrs/mo. Notary Public - notarize documents, as needed. Start date: 1/22/19, Commission expires 7/1/2030. Executor for uncle's estate. Start date: 5/26/19, approx. 2 hrs/mo, none during mkt hrs. Board member for my HOA, Heather Lake Estates, Clarkston, MI. Serve as Treasurer reviewing financial and preparing annual budget. Outside management company collects payments and dues. Start date: 2/1/26, approx. 2 hrs/mo. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1984-07-19