John KashinskyCRD Number: 264712
Current Firm: Spc
John Kashinsky (CRD# 264712) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 31 years of experience in the finance industry. John Kashinsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Savant Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|Sigma Planning Corporation||Ann Arbor, MI||Dec 1998 - Current||23|
|Sigma Financial Corporation||Ann Arbor, MI||Apr 1997 - Current||25|
|Action Financial Planning Inc.||Utica, MI||Jun 1986 - Current||36|
|Federal Kemper||Long Grove, IL||Aug 1985 - Current||37|
|Jackson Natl||Lansing, MI||May 1973 - Current||49|
|Ina/cigna||Phila, PA||May 1973 - Current||49|
|Insurance Agent Self Employed||Utica, MI||May 1973 - Current||49|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1991|
Total Assets Under Management6,859MILLIONS
Total Number of Accounts36,841ACCOUNTS
Average Account Value$186,188
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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