James Wink has been an investment adviser representative at Summit Financial Consulting since December 2010, and is not listed among the firm’s executive officers or direct owners. James Wink holds a B.S. in Finance, General Business minor from Western Michigan University.
Summit Financial Consulting LLC is a Sterling Heights, MI firm with $219M under management, 1,139 clients and 6 advisers in one office, as of its September 2026 filing.
James D. Wink is Advisor and Head of Trading at Summit Financial Consulting, LLC. He is a 21 year veteran of the financial services industry.
James Wink’s longest registration is the current one, 15 years at Summit Financial Consulting since 2010. Before joining Summit Financial Consulting in 2010, James Wink was registered through SPC.
- – present · 15 yearsSterling Heights, MI · Adviser representative · Firm CRD 126570
- SPC– · 4 yearsClinton TWP, MI · Adviser representative · Firm CRD 110692
Investment adviser representative registrations
James Wink is registered as an investment adviser representative in Michigan, since December 2010.
- MichiganSince 1 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 February 2010 |
| Series 7 | General Securities Representative Examination | 3 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- James David Wink
- CRD
- 4840965
- Firm
- Summit Financial Consulting · CRD 126570
- Office
- 43409 SCHOENHERR ROAD, Sterling Heights, MI 48313
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- summitfc.net
Where does James Wink work?
James Wink is an investment adviser representative registered through Summit Financial Consulting LLC since December 2010, and is not listed among the firm’s executive officers or direct owners.
Is James Wink a financial advisor?
Yes. James Wink has a current investment-adviser registration in Michigan, through Summit Financial Consulting since December 2010.
How many years of experience does James Wink have?
James Wink has 20 years in the financial industry, since April 2006, across 2 adviser firms.
What exams has James Wink passed?
James Wink has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in September 2005. FINRA credited James Wink with the SIE, which began in October 2018.
Where is James Wink based?
James Wink’s registered office is in Sterling Heights, MI.
Is James Wink registered with FINRA?
Yes. James Wink has a current broker registration, under CRD 4840965.
Source: FINRA BrokerCheck
How can I verify James Wink’s record?
Search CRD 4840965 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Wink’s full registration record.
