Richard Packer has been Managing Member/CCO of Kinetic Wealth Investment Advisors since November 2020, is a control person of the firm and directly owns 75% or more of it. Richard Packer holds a Bachelor of Science in Finance with a concentration in investments from Kent State University.
Kinetic Wealth Investment Advisors, LLC is a Westlake, OH firm with $215M under management, 179 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Richard Packer works with Kinetic Wealth Investment Advisors and has over 20 years of experience in the financial services industry. He specializes in comprehensive financial planning and investment management. He is a member of the Estate Planning Council of Cleveland and the Financial Services Institute (FSI).
Richard Packer’s longest registration was 16 years at LPL Financial LLC (2004–2021). Before joining Kinetic Wealth Investment Advisors in 2020, Richard Packer was registered through LPL Financial LLC and Skylight Financial Services LLC.
- – present · 5 yearsAdviser representative · Firm CRD 311536
- LPL Financial LLC– · 16 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Skylight Financial Services LLC– · under a yearCleveland, OH · Adviser representative · Firm CRD 121037
- MML Investors Services, Inc.– · 1 yearCleveland, OH · Adviser representative · Firm CRD 10409
Professional designations
Listed by Kinetic Wealth Investment Advisors
- CFP®
- ChFC
- CLU
Investment adviser representative registrations
Richard Packer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2020; the most recent is Texas, in March 2023.
- OhioSince 14 December 2020
- TexasResidentSince 6 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 15 April 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 1998 |
| Series 7 | General Securities Representative Examination | 2 May 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Mark Packer
- CRD
- 2723507
- Firm
- Kinetic Wealth Investment Advisors · CRD 311536
- Role
- Managing Member/CCO
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kinetic-wealth.com
Where does Richard Packer work?
Richard Packer has been Managing Member/CCO of Kinetic Wealth Investment Advisors, LLC since November 2020, and is a control person of the firm.
Is Richard Packer a financial advisor?
Yes. Richard Packer has a current investment-adviser registration in Ohio and Texas, through Kinetic Wealth Investment Advisors since December 2020.
How many years of experience does Richard Packer have?
Richard Packer has 30 years in the financial industry, since June 1996, across 4 adviser firms.
What exams has Richard Packer passed?
Richard Packer has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in May 1996. FINRA credited Richard Packer with the SIE, which began in October 2018.
Where did Richard Packer work before Kinetic Wealth Investment Advisors?
Before Kinetic Wealth Investment Advisors, Richard Packer was registered through Skylight Financial Services LLC, April 2003 to June 2003; MML Investors Services, Inc., February 2003 to September 2004.
Is Richard Packer registered with FINRA?
Yes. Richard Packer has a current broker registration, under CRD 2723507.
Source: FINRA BrokerCheck
Is Richard Packer a CFP?
Kinetic Wealth Investment Advisors lists Richard Packer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Richard Packer’s record?
Search CRD 2723507 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Packer’s full registration record.