CRD: 126570
Summit Financial Working with People YOU Trust
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2010
- Office Locations
- 1
Office Locations
About Summit Financial Working with People YOU Trust
Summit Financial Consulting, LLC is a Southeast Michigan fiduciary RIA serving retirees and pre-retirees with comprehensive financial planning and investment management, including retirement income planning, Social Security maximization, tax-efficient withdrawal strategies, and legacy planning. The firm coordinates tax services (via Summit Tax Services) and individual health insurance solutions (via Summit Health Services) alongside advisory support under one roof.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT LOUIS WINK
Advisor, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO
- CRD
- #1804889
- Ownership
- 75% or more
KENNETH ROBERT WINK
Chief Compliance Officer
- CRD
- #4558654
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Zachary Allen Bachner
Advisor
- CRD
- #6495396
James Charles Baldwin
Advisor
- CRD
- #7451561
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,673,370 | $96,385 |
| Non-Discretionary | $0 | -- |
| Total | $184,673,370 | $96,385 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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