JK
John A. Kashinsky
SPC
MOUNT CLEMENS, MI 48043
Some features on this profile are disabled
CRD#: 264712
JK
Professional summary
John Andrew Kashinsky, AIF®, CFP® is a registered financial advisor currently at SPC located in Mount Clemens, Michigan and SIGMA FINANCIAL CORPORATION located in Mt. Clemens, Michigan.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. John has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ACTION GROUP, INC. - SALE OF PROPERTY AND CASUALTY INSURANCE.
2. Action Financial Planning, Inc. - sale of life and health insurance.
3. SIGMA PLANNING CORPORATION; FINANCIAL PLANNING.
4. SOME RENTAL PROPERTY I OWN - 191 NORTH AVE LLC., A MEMBER COMMERCIAL BUILDING WHICH HOUSES OUR COMPANY.
5. RESERVE MACOMB COUNTY SHERIFF MARINE SAFETY OFFICER, MACOMB CTY, MI. Volunteer position without compensation. START DATE: 6/1/18, approx. 15 hrs/mo. NOT INVESTMENT RELATED.
6. Board of Trustees - Masonic Temple, Detroit, MI. Overseeing the management of the building for the non-profit entity. Start date: 11/3/16, approx. 2 hrs/mo. Not investment related. Effective 1/17/20 - elected President of the Board of Trustees of the Masonic Temple Association of Detroit and sister company, 450 Temple, Inc. for a 3 year term. Preside at quarterly meetings. Approx. 10 hrs/wk, none during mkt hrs.
7. Masons - Member of Palestine Lodge 357; Member of Detroit Commandry Knights Templar. Start date: 6/1/18, approx. 10 hrs/mo. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view John Andrew Kashinsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 11, 2010 - Present
SPC
Office #1: 191 North Avenue, Mount Clemens, MI 48043RIA
CRD#: 110692
MOUNT CLEMENS, MI
Current
April 11, 1997 - Present
SIGMA FINANCIAL CORPORATION
Office #1: 191 North Avenue, Mt. Clemens, MI 48043BD
CRD#: 14303
Mt. Clemens, MI
Past
November 23, 1990 - April 22, 1997
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
February 5, 1986 - October 11, 1989
INVESTORS BROKERAGE SERVICES, INC.
BD
CRD#: 4257
ELGIN, IL
Past
September 27, 1973 - January 30, 1989
ILG SECURITIES CORPORATION
BD
CRD#: 422
KANSAS CITY, MO
Past
May 25, 1973 - February 20, 1979
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
Past
May 25, 1973 - February 20, 1979
ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 43
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/27/2005)
RR
Kentucky(1/6/2015)
RR
Michigan(4/11/1997)
IAR
Michigan(2/11/2010)
RR
New Mexico(9/3/2015)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/21/1973
Registered Representative ExaminationSRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP
CRD#: 110692 / SEC#: 801-20404
RIA
Registered Investment Advisory firm - (1/11/1984 Approved)Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)California
Registered Investment Advisory firm - (1/17/2002 Cancelled)Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,544 |
| AUM (Assets Under Management) | $ 5,655,661,675 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
