Richard M. Kleshinski

KM&M PINNACLE, LTD.

MANSFIELD, OH 44970

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CRD#: 4360755

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.

Rick is a CPA at Kleshinski, Morrison & Morris, a CPA firm (30-40 hours per week) Rick is a registered investment advisor for KM&M Pinnacle, Ltd. (0-2 hours per week) Rick is Vice President of Pinnacle Family Office, LLC which is an in-depth administrative service for ultra high net worth families (30-40 hrs per week) Rick is a shareholder in Globalnet Solutions, Inc., which provides electronic health practice and revenue cycle management solutions,(1-2 hours per month) Rick is a partner in 131 Dillmont Partners which own interests in business real estate (1-2 hours per month) Rick is a partner in TVFLRE, LLC which owns interest in business real estate (1-2 hours per month)

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)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/1999

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Red Flags

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

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Richard M. Kleshinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KM&M PINNACLE, LTD.

PINNACLE ADVISORY SERVICES, LLC

EXPAND FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/1999

Current Firm

KM&M PINNACLE, LTD.

Contact information

Documents

Red Flags

Company Information

KM&M PINNACLE, LTD.

TRUST BUT VERIFY

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