Kenneth Wink
Advisor at Summit Financial Working with People You Trust
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Summit Financial Working with People You Trust
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sterling Heights, MI 48313
Credentials
Series 63, Series 65
Industry experience
23 years
Kenneth Wink is an advisor at Summit Financial Working with People You Trust in Sterling Heights, MI, holding Series 63 and Series 65 designations with 23 years of industry experience. His career includes roles at Summit Tax Services LLC, Gradient Securities LLC, and several entities he manages, such as Kwink, Inc. and Summit Financial Consulting LLC. Outside of his advisory work, he is involved in tax planning, tax return preparation, and health insurance sales through affiliated businesses. Summit Financial serves a diverse client base including retirees, pre-retirees, trusts, business entities, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan services, and insurance products, using model portfolios primarily composed of no-load mutual funds and ETFs with a focus on principal preservation for retirees.
Based on Summit Financial Working with People You Trust
Based on Summit Financial Working with People You Trust
Up to $5,000 for financial planning services
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
$300 per hour
Account minimum: $500,000
43409 Schoenherr Road
Sterling Heights, MI 48313
Michigan · Texas
Summit Tax Services LLC
2023 - Present (3 years)
Summit Health Services, LLC
2018 - Present (8 years)
Summit Tax Services LLC
2017 - 2023 (6 years)
Gradient Securities, LLC
2014 - Present (12 years)
Char Wash LLC
2013 - 2023 (10 years)
Summit Financial Consulting LLC
2010 - Present (16 years)
Kwink, Inc.
2009 - Present (17 years)
Kenneth Wink, Sole Proprietor
2001 - Present (25 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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