JW
JW

James David Wink

19 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

James is an investment advisor representative and agent at Summit Financial Consulting, LLC, and a registered representative with Gradient Securities, LLC, spending about half his time on these activities. He also manages Summit Tax Services, LLC, Anchor Bay Community Foundation, Summit Insurance Services, LLC, and James D Wink Inc, dedicating minimal time to each, and is an insurance agent 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
April 2010 - April 2014 · 4 yrs
Sigma Financial CorporationBroker
April 2006 - April 2014 · 8 yrs
State Registrations2 states
MIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.