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Kenneth Frank Robinson

Sax Wealth Advisors, LLC

Rocky River, OH

Parsippany, NJ

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Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-10
NJ RA APPROVED 2025-02-06
  • OH RA
    APPROVED
    Since 2025-02-10
  • NJ RA
    APPROVED
    Since 2025-02-06

Branch Locations

20525 Center Ridge Road Suite 501, Rocky River, OH 44116 • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Practical Financial Planning Inc Fka The Kenneth Robinson Co Rocky River OH 05/2005 12/2024
Sax Wealth Advisors Rocky River OH 12/2024 Present
  • 05/2005 → 12/2024
    Practical Financial Planning Inc Fka The Kenneth Robinson Co
    Rocky River, OH
  • 12/2024 → Present
    Sax Wealth Advisors
    Rocky River, OH
Previous Registrations
  • 2005-05-17 → 2025-02-14
    Practical Financial Planning, Inc.
    Cleveland, OH
    Cleveland, OH
    Rocky River, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-05
  • S65 Uniform Investment Adviser Law Examination
    2002-07-05
Designations

View on SEC IAPD

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Other Offices

UBS FINANCIAL SERVICES INC. · ROCKY RIVER, OH
ZAK ADVISORY, LLC · ROCKY RIVER, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Rocky River, OH
EDWARD JONES · ROCKY RIVER, OH
PROVIDENCE FINANCIAL SERVICES, LLC · ROCKY RIVER, OH
PROVIDENCE FINANCIAL SERVICES, LLC · Rocky River, OH
CLEVELAND CAPITAL MANAGEMENT, L.L.C. · ROCKY RIVER, OH
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