Richard Kleshinski, financial advisor Mansfield OH

Richard Kleshinski

CRD Number: 4360755
Current Firm: Km&m Pinnacle, Ltd.

Richard Kleshinski (CRD# 4360755) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pinnacle Family Office, LLC Mansfield, OH Nov 2019 - Current 4
Pinnacle Advisory Services, LLC Mansfield,, OH Mar 2019 - Current 5
Kleshinski, Morrison & Morris Cpa's Mansfiled, OH Jan 2019 - Current 5
Km&m Pinnacle, Ltd. Mansifeld, OH Jan 2019 - Current 5
Boa, LLC Mansfield, OH Dec 2009 - Jan 2019 9
Km&m Pinnacle, Ltd Mansfield, OH Jan 1999 - Jan 2019 20
Kleshinski, Morrison & Morris Cpa's Mansfield, OH May 1982 - Jan 2019 36
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Richard M. Kleshinski
Phone Number: 419-756-3211
Firm Website: http://www.kmmcpas.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

OH

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