Kinetic Wealth Investment Advisors, LLC

Kinetic Wealth Investment Advisors, LLC (CRD# 311536) is a financial advisory firm headquartered in Westlake, OH. They manage $142,729,838 in 383 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
28045 Clemens Rd, Suite D, Westlake, OH 44145
https://www.linkedin.com/in/richard-packer-cfp%c2%ae-chfc-clu-3771ba84
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $372,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Kinetic Wealth Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Packer, financial advisor Westlake OH
Richard M. Packer
CRD#: 2723507
28045 Clemens Rd, Suite D, Westlake, OH 44145

Richard Packer (CRD# 2723507) is an Investment Advisor Representative working at Kinetic Wealth Investment Advisors, LLC in Westlake, OH and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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