Richard Packer
Richard Packer is a CFP, ChFC-designated registered investment advisor at Kinetic Wealth Investment Advisors, LLC, based in Mentor, OH, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 179 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
7441 Center Street, Mentor, OH, 44060
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1999Other Business ActivitiesSells Insurance
Richard sells non-variable insurance products, including long-term care, disability income, and life insurance. He also provides investment advisory services through Kinetic Wealth Investment Advisors, dedicating nearly full-time hours to this activity, and is a member and manager of North Valley Financial Services LLC.
Employment History
Current Registrations
Kinetic Wealth Investment Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Skylight Financial Services LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
Concord Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.