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RK

Richard M. Kleshinski

KM&M PINNACLE, LTD.
MANSFIELD, OH 44970
Some features on this profile are disabled
CRD#: 4360755
RK

Professional summary

Richard Mark Kleshinski is a registered financial advisor currently at KM&M PINNACLE, LTD. located in Mansfield, Ohio and PINNACLE ADVISORY SERVICES, LLC located in Tierra Verde, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 3 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Mark Kleshinski'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®
None

Experience

Current

March 6, 2000 - Present

KM&M PINNACLE, LTD.

Office #1: 590 Lexington Ave., Mansfield, OH 44970
RIA
CRD#: 121103
MANSFIELD, OH
Current

May 22, 2019 - Present

PINNACLE ADVISORY SERVICES, LLC

RIA
CRD#: 301207
Tierra Verde, FL
Past

June 8, 2010 - May 17, 2019

EXPAND FINANCIAL, LLC

RIA
CRD#: 152515
MANSFIELD, OH

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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/11/2022)
IAR
Ohio
(3/6/2000)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/1999
Uniform Investment Adviser Law Examination

Current Firm

KP
KM&M PINNACLE, LTD.
KM&M PINNACLE, LTD. | PINNACLE CPA WEALTH PLANNING SERVICES

CRD#: 121103 / SEC#:

Ohio
Registered Investment Advisory firm - (3/6/2000 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
590 Lexington Ave., Mansfield, OH 44907
Mailing Address
Phone number
(419) 756-3211
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

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.

Company Information

KM&M PINNACLE, LTD.

CRD#: 121103Mansfield, OH 44970

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