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CEO, CFO, COO and CLO · Summit Financial Working With People You Trust

Robert L. Wink

CRD 1804889 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Financial Working With People You Trust, an SEC-registered wealth manager based in Sterling Heights, MI with $219 million in regulatory assets, lists Robert L. Wink on its Form ADV as CEO, CFO, COO and CLO, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kenneth R. WinkChief Compliance Officer, Summit Financial Working With People You Trust

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.