Kenneth Wink (CRD# 4558654) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 21 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Health Services, LLC | Sterling Heights, MI | Sep 2018 - Current | 5 |
| Summit Tax Services LLC | Sterling Heights, MI | Jan 2017 - Current | 7 |
| Gradient Securities, LLC | Arden Hills, MN | Apr 2014 - Current | 10 |
| Summit Financial Consulting LLC | Sterling Heights, MI | Dec 2010 - Current | 13 |
| Kwink, Inc. | Sterling Heights, MI | Jul 2009 - Current | 14 |
| Char Wash LLC | Macomb, MI | May 2013 - Jun 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- MI
- TX
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts1,466ACCOUNTS
-
Average Account Value$71,330
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MI, TX
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