A complete list of active advisors currently associated with KM&M PINNACLE, Ltd.

Warmer can help you find a great advisor at KM&M PINNACLE, Ltd. or one who fits your needs even better.

KM&M Pinnacle operates as a state‑registered co‑advisor serving individuals, trusts, retirement plans and corporate clients through a suite of wealth management, financial planning, retirement plan consulting and trust services. It delivers portfolio management for individual accounts via its co‑advisory relationship with an SEC‑registered investment adviser and generally charges fees based on assets under management. The firm bundles financial planning with investment advisory in tiered Wealth Management and Trust programs and encourages clients to complete planning to inform portfolio decisions. Day‑to‑day investment implementation and discretionary management are handled by the affiliated SEC‑registered adviser and, when appropriate, unaffiliated independent managers, with services that can include model portfolios, household allocation, asset location and tax‑loss harvesting. KM&M Pinnacle is affiliated with operating CPA firms and related business interests; shareholders are active in accounting practices and hold stakes in real estate and a regional bank, and the firm refers clients into the co‑advisory arrangement rather than directly managing client assets. It also offers a private‑label trust representative office of a federally chartered trust company and provides retirement plan fiduciary consulting and asset‑tracking services, giving it a heavier integration of tax, accounting and trust capabilities than many peers.

To learn more about the advisors currently working at KM&M PINNACLE, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
George Andress III	Mansfield, OH	9
Derek Fike	Mansfield, OH	8
Richard Kleshinski	Mansfield, OH	26
Lawrence Morrison	Mansfield, OH	26

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