Km&m Pinnacle, Ltd.

Km&m Pinnacle, Ltd. (CRD# 121103) is a financial advisory firm headquartered in Mansfield, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Km&m Pinnacle, Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Sheri A. Baker
CRD#: 3257794
590 Lexington Ave., Mansfield, OH 44907
93
Wealthminder
score

Sheri Baker (CRD# 3257794) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 10 years of experience in the finance industry.

2
Richard M. Kleshinski
CRD#: 4360755
590 Lexington Ave., Mansfield, OH 44907
93
Wealthminder
score

Richard Kleshinski (CRD# 4360755) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 16 years of experience in the finance industry.

3
Richard W. Morris
CRD#: 4360722
590 Lexington Ave., Mansfield, OH 44907
93
Wealthminder
score

Richard Morris (CRD# 4360722) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 17 years of experience in the finance industry.

4
Lawrence A. Morrison
CRD#: 4360752
590 Lexington Ave., Mansfield, OH 44907
93
Wealthminder
score

Lawrence Morrison (CRD# 4360752) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.