Robert Wink has been CEO, CFO, COO and Clo of Summit Financial Consulting since December 2007, is a control person of the firm and directly owns 75% or more of it.
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.
Robert L. Wink Jr. is Co-Founder and Advisor of Summit Financial Consulting, LLC, a financial planning practice in Sterling Heights, Michigan. He is Co-Founder and Owner of the firm and has been in the business for 38 years.
Robert Wink’s longest registration is the current one, 15 years at Summit Financial Consulting since 2011. Before joining Summit Financial Consulting in 2011, Robert Wink was registered through SPC.
- – present · 15 yearsSterling Heights, MI · Adviser representative · Firm CRD 126570
- SPC– · 6 yearsRoyal Oak, MI · Adviser representative · Firm CRD 110692
- SPC– · 2 yearsRoyal Oak, MI · Adviser representative · Firm CRD 110692
Investment adviser representative registrations
Robert Wink is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2011; the most recent is Texas, in February 2017.
- MichiganSince 26 May 2011
- TexasResidentSince 28 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 February 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Louis Wink
- CRD
- 1804889
- Firm
- Summit Financial Consulting · CRD 126570
- Role
- CEO, CFO, COO and Clo
- Office
- 43409 SCHOENHERR ROAD, Sterling Heights, MI 48313
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- summitfc.net
Where does Robert Wink work?
Robert Wink has been CEO, CFO, COO and Clo of Summit Financial Consulting LLC since December 2007, and is a control person of the firm.
Is Robert Wink a financial advisor?
Yes. Robert Wink has a current investment-adviser registration in Michigan and Texas, through Summit Financial Consulting since May 2011.
How many years of experience does Robert Wink have?
Robert Wink has 38 years in the financial industry, since February 1988, across 2 adviser firms.
What exams has Robert Wink passed?
Robert Wink has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 1988. FINRA credited Robert Wink with the SIE, which began in October 2018.
Where did Robert Wink work before Summit Financial Consulting?
Before Summit Financial Consulting, Robert Wink was registered through SPC, December 2004 to December 2006.
Where is Robert Wink based?
Robert Wink’s registered office is in Sterling Heights, MI.
Is Robert Wink registered with FINRA?
Yes. Robert Wink has a current broker registration, under CRD 1804889.
Source: FINRA BrokerCheck
How can I verify Robert Wink’s record?
Search CRD 1804889 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Wink’s full registration record.
