Richard Mark Kleshinski

Employer firm

Pinnacle Advisory Services, LLC CRD 301207

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → 01/2019
  Km&M Pinnacle, Ltd
  Mansfield, OH
• 05/1982 → 01/2019
  Kleshinski, Morrison & Morris Cpa'S
  Mansfield, OH
• 12/2009 → 01/2019
  Boa, Llc.
  Mansfield, OH
• 03/2019 → Present
  Pinnacle Advisory Services, Llc
  Tierra Verde, FL
• 01/2019 → Present
  Kleshinski, Morrison & Morris Cpa'S
  Mansfiled, OH
• 01/2019 → Present
  Km&M Pinnacle, Ltd.
  Mansifeld, OH
• 11/2019 → Present
  Pinnacle Family Office, Llc
  Mansfield, OH

Previous Registrations

• 2010-06-08 → 2019-05-17
  Expand Financial, Llc
  Littleton, CO

Other Businesses

Rick is a CPA at Kleshinski, Morrison & Morris, a CPA firm (30-40 hours per week) Rick is a registered investment advisor for KM&M Pinnacle, Ltd. (0-2 hours per week) Rick is Vice President of Pinnacle Family Office, LLC which is an in-depth administrative service for ultra high net worth families (30-40 hrs per week) Rick is a shareholder in Globalnet Solutions, Inc., which provides electronic health practice and revenue cycle management solutions,(1-2 hours per month) Rick is a partner in 131 Dillmont Partners which own interests in business real estate (1-2 hours per month) Rick is a partner in TVFLRE, LLC which owns interest in business real estate (1-2 hours per month)

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08

Designations

• Personal Financial Specialist