Kenneth Jay Vinikoff

Current Employers

Employment History

• 06/2006 → 09/2020
  Mass Mutual Life Insurance
  Cleveland, OH
• 06/2006 → 09/2020
  Mml Investors Services
  Cleveland, OH
• 09/2020 → 09/2023
  Sagepoint Financial, Inc.
  Independence, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Independence, OH

Previous Registrations

• 2020-09-24 → 2023-09-01
  Osaic Services, Inc.
  Cleveland, OH
  Independence, OH
  Phoenix, AZ
• 2006-07-27 → 2020-09-24
  Mml Investors Services, Llc
  Cleveland, OH

Other Businesses

1) KENNETH VINIKOFF POSITION: owner NATURE: sole prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/24/2020 ADDRESS: 4700 Rockside Rd, Suite 455, Independence OH 44131, United States DESCRIPTION: in addition to investments that I am licensed for, I offer life, disability and long term care products through a brokerage affiliated with my broker dealer 2) COMMON GOAL FINANCIAL POSITION: partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2020 ADDRESS: 4700 Rockside Rd, Ste 455, Independence OH 44131, United States DESCRIPTION: Financial professional 3) KENNETH VINIKOFF FINANCIAL PLANNER POSITION: owner/president NATURE: i have an entity set up as an LLC for payroll and tax purposes for myself. only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 3410 Mark Drive, Broadview Hts OH 44147, United States DESCRIPTION: this is an LLC i set up for payroll and tax purposes, under the recommendation of my CPA. 4) COMMON GOAL FOUNDATION POSITION: Board Member NATURE: 501c3 non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 74 Stanridge Road, Chagrin Falls OH 44022, United States DESCRIPTION: i'm a board member providing input, limited time, and some personal financial resources in the form of a donation to this organization. 5) KENNETH VINIKOFF POSITION: owner NATURE: sole prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/24/2020 ADDRESS: 4700 Rockside Rd, Suite 455, Independence OH 44131, United States DESCRIPTION: in addition to investments that I am licensed for, I offer life, disability and long term care products through a brokerage affiliated with my broker dealer. 6) COMMON GOAL FOUNDATION POSITION: Board Member NATURE: 501c3 non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 74 Stanridge Road, Chagrin Falls OH 44022, United States DESCRIPTION: i'm a board member providing input, limited time, and some personal financial resources in the form of a donation to this organization.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-01-13

Other Names

• Kenneth Vinikoff