RP
Richard M. Packer
KINETIC WEALTH INVESTMENT ADVISORS
Westlake, OH 44145
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CRD#: 2723507
RP
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.
1. 10/20/2004: No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - SELLING LONG TERM CARE, DISABILITY INCOME, UNIVERSAL AND WHOLE LIFE INSURANCE 2. 11/29/2004: RICHARD M. PACKER, LLC - BUSINESS ENTITY FOR ACCOUNTING PURPOSES - INV REL - At Reported Business Location(s) - FOR ACCOUNTING PURPOSES ONLY 3. 8/3/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/24/2017 - 2 Hours Per Month During Securities Trading - Selling Disability Insurance. 4. 4/13/2020 - 28045 Clemens Rd LLC - Investment Related - 28045 Clemens Rd, Westlake, OH 44145 - Real Estate Rental - Start Date: 05/15/2020 - 2 Hours Per Month During Securities Trading - Purchase of real estate for office location. 5. 4/15/2020 - Kinetic Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2020. 6. 1/4/2021 - Kinetic Wealth Investment Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2021 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Kinetic Wealth Investment Advisors, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 11/26/2021 - North Valley Financial Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting- Started 12/01/2021 - 4 Hours Per Month During Securities Trading. 8. 12/16/2021 - North Valley Financial Services LLC - Not Investment Related - Location: 28045 Clemens Rd Suite B Westlake,OH 44145; Description: CPA Firm; Position Title: Member and Manager of LLC; Responsibilities Duties: Manager of LLC; Start date: 2021-12-03; Hours during trading hours: 0; Hours outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0. 9. 02/24/2022 - PFIH LLC - Investment Related - Westlake, OH 44145 - Real Estate Rental - Start Date - 03/04/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Mark Packer'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®
CFP®
Start date: 1999
Experience
Current
December 14, 2020 - Present
KINETIC WEALTH INVESTMENT ADVISORS, LLC
Office #1: 28045 Clemens Rd, Suite D, Westlake, OH 44145RIA
CRD#: 311536
Westlake, OH
Current
September 17, 2004 - Present
LPL FINANCIAL LLC
Office #1: 28045 Clemens Rd Ste D, Westlake, OH 44145RIA
BD
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
BD
CRD#: 10409
SPRINGFIELD, MA
Past
July 30, 1999 - December 20, 2002
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
SOUTHFIELD, MI
Past
June 23, 1999 - July 15, 1999
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
Past
December 11, 1997 - June 25, 1999
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
July 2, 1997 - December 16, 1997
GOLDK INVESTMENT SERVICES, INC
BD
CRD#: 15514
BOSTON, MA
Past
May 3, 1996 - July 16, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 3, 1996 - July 16, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
KW
KINETIC WEALTH INVESTMENT ADVISORS, LLC
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)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
California(12/13/2011)
RR
Florida(12/19/2011)
RR
Indiana(1/19/2011)
RR
Massachusetts(9/17/2004)
RR
Michigan(1/6/2012)
RR
New York(4/14/2014)
RR
North Carolina(1/25/2017)
RR
Ohio(9/17/2004)
IAR
Ohio(12/14/2020)
RR
Oregon(9/22/2015)
RR
Pennsylvania(10/31/2005)
RR
Rhode Island(7/12/2019)
RR
South Carolina(1/11/2012)
IAR
Texas(3/6/2023)
RR
Wyoming(3/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KW
KINETIC WEALTH INVESTMENT ADVISORS, LLC
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)Upgrade to AdvisorCheck Premium
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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
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 470 |
| AUM (Assets Under Management) | $ 184,587,188 |
Red Flags
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Company Information
KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD#: 311536Westlake, OH 44145TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
