Richard M. Packer

KINETIC WEALTH INVESTMENT ADVISORS

Westlake, OH 44145

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CRD#: 2723507

Professional summary

Richard Mark Packer, CFP®, ChFC®, CLU® is a registered financial advisor currently at KINETIC WEALTH INVESTMENT ADVISORS, LLC located in Westlake, Ohio and LPL FINANCIAL LLC located in Westlake, Ohio.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Richard has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Insurance Planning

Retirement Planning

Business Succession Planning

What is your minimum asset requirement?

500K

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Mark Packer's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 14, 2020 - Present

KINETIC WEALTH INVESTMENT ADVISORS, LLC

Office #1: 28045 Clemens Rd, Suite D, Westlake, OH 44145Office #2: 7441 Center Street, Mentor, OH 44060

RIA

CRD#: 311536

Westlake, OH

Current

September 17, 2004 - Present

LPL FINANCIAL LLC

Office #1: 28045 Clemens Rd Ste D, Westlake, OH 44145

RIA

CRD#: 6413

Westlake, OH

Past

September 22, 2004 - April 26, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

April 17, 2003 - June 30, 2003

SKYLIGHT FINANCIAL SERVICES LLC

RIA

CRD#: 121037

CLEVELAND, OH

Past

February 27, 2003 - September 24, 2004

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CLEVELAND, OH

Past

January 31, 2003 - September 24, 2004

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 30, 1999 - December 20, 2002

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

Past

June 23, 1999 - July 15, 1999

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

Past

December 11, 1997 - June 25, 1999

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

July 2, 1997 - December 16, 1997

GOLDK INVESTMENT SERVICES, INC

CRD#: 15514

BOSTON, MA

Past

May 3, 1996 - July 16, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 3, 1996 - July 16, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

KINETIC WEALTH INVESTMENT ADVISORS, LLC

CRD#: 311536 / SEC#: 801-128963

RIA

Registered Investment Advisory firm - (10/26/2023 Approved)

Ohio

Registered Investment Advisory firm - (11/1/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/30/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(12/22/2025)

Arizona
(12/12/2025)

California
(12/13/2011)

Florida
(12/19/2011)

Georgia
(12/3/2025)

Indiana
(1/19/2011)

Massachusetts
(9/17/2004)

Michigan
(1/6/2012)

New York
(4/14/2014)

North Carolina
(1/25/2017)

Ohio
(9/17/2004)

IAR

Ohio
(12/14/2020)

Oregon
(9/22/2015)

Pennsylvania
(10/31/2005)

Rhode Island
(7/12/2019)

South Carolina
(1/11/2012)

IAR

Texas
(3/6/2023)

Texas
(12/23/2025)

Wyoming
(3/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KINETIC WEALTH INVESTMENT ADVISORS, LLC

CRD#: 311536 / SEC#: 801-128963

RIA

Registered Investment Advisory firm - (10/26/2023 Approved)

Ohio

Registered Investment Advisory firm - (11/1/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/30/2023 Terminated)

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Contact information

Main Address

28045 Clemens Rd, Suite D, Westlake, OH 44145

Mailing Address

Phone number

(440) 250-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts	533
AUM (Assets Under Management)	$ 214,538,913

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Richard M. Packer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Mark Packer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINETIC WEALTH INVESTMENT ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SKYLIGHT FINANCIAL SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

VESTAX SECURITIES CORPORATION

GOLDK INVESTMENT SERVICES, INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KINETIC WEALTH INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/2/1996

Series 24

Date: 4/15/2005

FINRA

Current Firm

KINETIC WEALTH INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINETIC WEALTH INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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