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Chief Compliance Officer · Pinnacle Advisors

Kory J Wiita

CRD 7464143 · Named on Form ADV at one SEC-registered adviser

At a glance

Pinnacle Advisors, an SEC-registered wealth manager based in Mansfield, OH with $2.1 billion in regulatory assets, lists Kory J Wiita on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Pinnacle AdvisorsChief Compliance OfficerWealth manager · Mansfield, OH · $2.1B in regulatory assets

AtlasMembers

Kory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Kory on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.