SUMMIT FINANCIAL CONSULTING LLC
Legal name: SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
CRD #126570 SEC #801-123641 STERLING HEIGHTS, MI 586-226-2100
SEC Registered
Total AUM
$122.1M
Discretionary
$122.1M
Employees
6
Clients
0
Accounts
1,539
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, KENNETH, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
| WINK, ROBERT, LOUIS | I | CEO, CFO, COO AND CLO | E | Control |
Registrations
Federal
IA
Jun 11, 2025 REGISTERED
Notice Filings (4)
CA FL MI TX
Address
43409 SCHOENHERR ROADSTERLING HEIGHTS, MI 48313
United States
Phone: 586-226-2100