George Arthur Andress

9 Years of Experience

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Km&m Pinnacle, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Included in AUM fee

Location

590 Lexington Ave., Mansfield, OH, 44907

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

George is a partner in a real estate rental company. This activity is not investment-related.

Employment History

Current Registrations

Km&m Pinnacle, LTD.

November 2016 - Present · 9 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.