Kenneth Robinson, financial advisor Rocky River OH

Kenneth Robinson

CRD Number: 4552919
Current Firm: Practical Financial Planning, Inc.

Kenneth Robinson (CRD# 4552919) is an Investment Advisor Representative working at Practical Financial Planning, Inc. in Rocky River, OH and has over 21 years of experience in the finance industry. Kenneth Robinson 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.

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Professional Designations
Company Name Location Dates Years
Practical Financial Planning Inc Fka The Kenneth Robinson Co Cleveland, OH May 2005 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Kenneth F. Robinson
Phone Number: 216-688-3737
Firm Website: http://www.p-f-p.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $265,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

OH

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