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PFS

Richard Kleshinski

Pinnacle Advisory Services, LLC
26 Years of Experience
Mansfield, OH
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Richard Kleshinski is a PFS-designated registered investment advisor at Pinnacle Advisory Services, LLC, based in Mansfield, OH, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more.

Pinnacle Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

Pinnacle Advisory Services offers investment management through its co-advisor partner, Pinnacle Wealth Planning Services. Investment management fees are bundled into the firm's wealth management programs and are described in detail in Pinnacle Wealth Planning Services' regulatory filing.

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Location

590 Lexington Ave., Mansfield, OH, 44907

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard works as a CPA at Kleshinski, Morrison & Morris and is a Vice President at Pinnacle Family Office, LLC, each taking nearly full-time hours. He also holds positions at KM&M Pinnacle, Ltd., Globalnet Solutions, Inc., 131 Dillmont Partners, and TVFLRE, LLC, requiring minimal time commitments.

Employment History
Current Registrations
Pinnacle Advisory Services, LLC
May 2019 - Present · 7 yrs 5 mos
Km&m Pinnacle, LTD.
March 2000 - Present · 26 yrs 7 mos
Previous Registrations
Boa, LLC
June 2010 - May 2019 · 8 yrs 11 mos
State Registrations2 states
FLOH
Advisor

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Exams
No exam information available for this advisor.
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