Richard Frank Kammer
Investment adviser representative at Pinnacle Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Pinnacle AdvisorsJan 2023 to now
- Pinnacle Wealth Planning Services, Inc.Feb 2022 to now
- Cornerstone Wealth ManagementApr 2021 to Jan 2022
- Howard HannaMar 2021 to Jun 2021
- Leviathan Group LLCNov 2020 to Mar 2021
- Miami UniversityNov 2017 to Nov 2020
- Brunswick Recreation CenterMay 2017 to Nov 2017
- Baldwin Wallace UniversityAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pinnacle Advisors
Legal name: Pinnacle Wealth Planning Services, Inc.
$2.1BAssets managed
1,088Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7402949
- Firm CRD
- 106817