James
Wink
Summit Financial Working With People You Trust
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About this Advisor
James Wink is a financial advisor operating in Sterling Heights, Michigan with 13 years of industry experience. Wink is on the advisory team at Summit Financial Working With People You Trust. Their career trajectory has included roles at Sigma Financial Corporation, Sigma Planning Corporation, Summit Financial Consulting LLC, Gradient Securities, LLC, James D. Wink, Inc, Summit Tax Services LLC and Summit Insurance Services, LLC. Wink has Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Michigan. Summit Financial Working With People You Trust is an advisory firm that has its headquarters in Sterling Heights, MI. It handles $95 million in assets under management between its 878 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 878 client accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Summit Financial Working With People You Trust has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. However, fee types charged by Summit Financial Working With People You Trust can be comprised of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial Working With People You Trust Brokerage Details
$94,695,777
5
878
$107,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Wink Work History
James has been registered as a financial advisor for 13 years.*
Summit Insurance Services, LLC
Summit Tax Services LLC
Gradient Securities, LLC
Summit Financial Consulting LLC
James D. Wink, Inc
Sigma Planning Corporation
Sigma Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Wink to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Financial Working With People You Trust
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
Sterling Heights, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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