John Kashinsky is a CFP-designated registered investment advisor at Spc, based in Mount Clemens, MI, with 52 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
191 North Avenue, Mount Clemens, MI, 48043
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells property and casualty insurance through Action Group, Inc., and life and health insurance through Action Financial Planning, Inc. He also engages in financial planning through Sigma Planning Corporation, owns rental property, and volunteers as a Marine Safety Officer.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Fortis Investors, INC.Broker
Investors Brokerage Services, INC.Broker
Ina Security CorporationBroker
American Variable Annuity Life Assurance CompanyBroker
Sma Equities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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