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Kenneth Frank Robinson

Sax Wealth Advisors, LLC

Rocky River, OH

Parsippany, NJ

CRD 4552919

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Employer firm

Sax Wealth Advisors, LLC CRD 119193

$3.60B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
ZAK ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

MICHAEL OTOOLE LEAMON
BRADLEY HOWARD BARTEL
MATTHEW RICHARD HOWARD

Nearby Offices

UBS FINANCIAL SERVICES INC. · ROCKY RIVER, OH
ZAK ADVISORY, LLC · ROCKY RIVER, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Rocky River, OH

More in Rocky River, OH

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