Kenneth Wink is a registered investment advisor at Gradient Wealth Management, based in Sterling Heights, MI, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
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Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
43409 Schoenherr Road, Sterling Heights, MI, 48313
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is an Investment Advisor Representative and Chief Compliance Officer at Summit Financial Consulting, LLC, spending about half his time on portfolio management, compliance, and insurance. He also has several other business activities, including tax services, health insurance sales, and insurance sales as a sole proprietor.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Summit Financial Working with People You Trust
Previous Registrations
Spc
Sigma Financial CorporationBroker
Qa3 Financial CORP.Broker
Freedom Financial, INC.Broker
State Registrations11 states
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