KW
KW

Kenneth Robert Wink

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

43409 Schoenherr Road, Sterling Heights, MI, 48313

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History

Regulatory History
Clean regulatory record

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.

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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
April 2014 - Present · 11 yrs 10 mos
Summit Financial Working with People You Trust
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
Spc
July 2005 - April 2014 · 8 yrs 9 mos
Sigma Financial CorporationBroker
December 2004 - April 2014 · 9 yrs 4 mos
Qa3 Financial CORP.Broker
March 2004 - December 2004 · 9 mos
Freedom Financial, INC.Broker
July 2002 - March 2004 · 1 yr 8 mos
State Registrations11 states
AZFLGAMIMNNJNMSCTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.