Kenneth James Patsey

Current Employers

Wisdom Investment Strategies, Llc

Chagrin Falls, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2016-06-10

OH RA
APPROVED

Since 2016-06-10

Branch Locations

Chagrin Falls, OH • 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

Organization	City	State	From	To
Wisdom Investment Strategies, Llc	Chagrin Falls	OH	05/2016	Present
Manufacturing Works	Cleveland	OH	02/2019	04/2024
Wisdom Succession Strategies, Llc	Chagrin Falls	OH	02/2023	Present

05/2016 → Present

Wisdom Investment Strategies, Llc

Chagrin Falls, OH
02/2019 → 04/2024

Manufacturing Works

Cleveland, OH
02/2023 → Present

Wisdom Succession Strategies, Llc

Chagrin Falls, OH

Previous Registrations

2004-04-14 → 2010-02-18

Main Street Investment Management, Llc

Cleveland, OH

Chagrin Falls, OH

Chagrin Falls , OH

Other Businesses

KENNETH PATSEY IS SOLE MEMBER OF WISDOM SUCCESSION STRATEGIES, LLC WHICH PROVIDES ASSISTANCE TO OWNERS OF PRIVATELY-OWNED BUSINESSES LOOKING TO IMPLEMENT A SUCCESSION STRATEGY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-01-26

S63 Uniform Securities Agent State Law Examination

2010-01-26

View on SEC IAPD