Lawrence Morrison, financial advisor Mansfield OH

Lawrence Morrison

CRD Number: 4360752
Current Firm: Km&m Pinnacle, Ltd.

Lawrence Morrison (CRD# 4360752) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Mbski Holdings, LLC Mansfield, OH Sep 2012 - Current 9
Boa, LLC Mansfield, OH Dec 2009 - Current 12
Blg Properties Mansfield, OH Oct 2005 - Current 16
Weidermaier Farms Mansfield, OH Oct 2004 - Current 17
Weidermaier Farms Retreat, LLC Mansfield, OH Oct 2004 - Current 17
Summit Properties, LLC Mansfield, OH Jul 2004 - Current 18
Summit Benefit Insurance Mansfield, OH Jul 2002 - Current 20
Es Properties Mansfield, OH Feb 2002 - Current 20
Es Consulting Mansfield, OH Oct 2001 - Current 20
Summit Benefit Solutions Mansfield, OH Apr 1999 - Current 23
Km&m Pinnacle, Ltd Mansfield, OH Jan 1999 - Current 23
Pinnacle Investor Advisory Corp Mansfield, OH Jan 1999 - Current 23
Km&m Properties Mansfield, OH Jan 1999 - Current 23
Lawn & Grounds Care Mansfield, OH Jul 1998 - Current 24
Globalnet Solutions, Inc. Mansfield, OH Feb 1994 - Current 28
Kleshinski, Morrison & Morris Cpas Mansfield, OH Dec 1981 - Current 40
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lawrence A. Morrison
Phone Number: 419-756-3211
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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