RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Richard Frank Kammer
- Business email
- richk@pinnacleadvisors.comreportedpinnacleadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Pinnacle Advisors independent RIA currentsince Jan 3, 2023 · Mansfield, Oh
- Cornerstone Wealth Management independent RIAAug 31, 2021 to Jan 28, 2022 · Westlake, Oh
- Cornerstone Wealth Management to Pinnacle Advisorsleft Jan 28, 2022, registered Jan 3, 2023 (340 days) · RIA to RIA
- Richard Frank Kammer left Cornerstone Wealth Management for Pinnacle Advisors (registered 2023-01-03)Jan 28, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address