Richard F. Kammer

PINNACLE ADVISORS

Medina, OH 44256

Some features on this profile are disabled

CRD#: 7402949

Professional summary

Richard Frank Kammer is a registered financial advisor currently at PINNACLE ADVISORS located in Medina, Ohio.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Richard has worked at 2 firms and has passed the Series 65 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Frank Kammer'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®

None

Experience

Current

January 3, 2023 - Present

PINNACLE ADVISORS

Office #1: 1684 Medina Road Suite 100, Medina, OH 44256

RIA

CRD#: 106817

Medina, OH

Past

August 31, 2021 - January 28, 2022

CORNERSTONE WEALTH MANAGEMENT

RIA

CRD#: 106950

WESTLAKE, OH

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".

PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA

Registered Investment Advisory firm - (5/30/1996 Approved)

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

Ohio
(1/3/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/28/2021

Securities Industry Essentials Examination

Current Firm

PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA

Registered Investment Advisory firm - (5/30/1996 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6 West 3rd St. Ste 100, Mansfield, OH 44902

Mailing Address

Phone number

(419) 526-5226

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE DISCLOSURE BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	3,513
AUM (Assets Under Management)	$ 1,939,495,799

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2023	Cover Page	Report
12/22/2022	Cover Page	Report

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.

Similar Advisors

Glenn Blachman

SUMMIT FINANCIAL, LLC

IAR

TOMS RIVER, NJ

Nicholas Rygiel

PROTOCOL WEALTH, LLC

IAR

Havertown, PA

Sarah Darling

LPL FINANCIAL LLC

IAR

EPHRATA, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Richard F. Kammer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Frank Kammer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE ADVISORS

CORNERSTONE WEALTH MANAGEMENT

Primary Firm SEC Registration

PINNACLE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2021

SIE

Date: 5/28/2021

Current Firm

PINNACLE ADVISORS

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE ADVISORS

TRUST BUT VERIFY

Similar Advisors