AdvisorOS Directory
Claim Profile
RP

Richard Mark Packer

KINETIC WEALTH INVESTMENT ADVISORS, LLC·WESTLAKE, Ohio
Unclaimed Profile
28045 CLEMENS RD, SUITE D, WESTLAKE, OH 44145CRD# 2723507Firm CRD# 311536
01

About

Richard Mark Packer is a registered financial advisor based in WESTLAKE, Ohio, affiliated with KINETIC WEALTH INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KINETIC WEALTH INVESTMENT ADVISORS, LLC
KINETIC WEALTH INVESTMENT ADVISORS, LLC
AUM
$143M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KINETIC WEALTH INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2723507
Firm CRD# 311536
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTLAKE?

Browse all registered financial advisors in WESTLAKE, Ohio or claim this profile if it's yours.

Browse WESTLAKE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Mark Packer offer?
Richard Mark Packer specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Richard Mark Packer's credentials?
Richard Mark Packer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Mark Packer located?
Richard Mark Packer is based in WESTLAKE, Ohio, working with KINETIC WEALTH INVESTMENT ADVISORS, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Richard Mark Packer charge for services?
Richard Mark Packer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINETIC WEALTH INVESTMENT ADVISORS, LLC?
KINETIC WEALTH INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTLAKE
Michael Cameron Brady — MICHAEL BRADY & CO., LLCJoshua Randolph Harrell — BALANCED WEALTH GROUP LLCMarc Christian Thomas — LESJAK PLANNING, LLCRichard Nmn Veres — HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.Jennifer Rechlitz Relien — C2P CAPITAL ADVISORY GROUP, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile