Financial ADVSR advisor directory · SEC adviser records
Pinnacle Advisors financial advisors in Ohio
Every SEC-registered investment adviser representative at a Pinnacle Advisors office in Ohio, by city and A to Z.
19 registered advisors work at Pinnacle Advisors in Ohio, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Mansfield (13). 11 list the CFP designation and 0 are also registered broker representatives.
Pinnacle Advisors advisors by city in Ohio
Every firm in Ohio →Pinnacle Advisors advisors in Ohio, A to Z
Search by name →- Scott M. BrihnMansfield · Certified Financial Planner
- William J. CunninghamMansfield · Certified Financial Planner, Chartered Financial Consultant
- Robert W. DanuloffMansfield
- Anthony GigliottiColumbus · Certified Financial Planner
- David W. HeichelMansfield · Certified Financial Planner
- Keith A. HeichelMansfield · Certified Financial Planner
- Kevin HeichelMansfield
- Scott A. HeichelColumbus · Certified Financial Planner, Chartered Financial Analyst
- William D. HeichelMansfield · Certified Financial Planner
- Jennifer S. HendersonMansfield · Certified Financial Planner
- Richard F. KammerMansfield · Certified Financial Planner
- Alex J. KulkaMansfield
- Wesley LaurensonColumbus
- Christopher W. MeekMansfield
- Blake A. RudolphColumbus
- Gregory M. SpickardMansfield
- Verdayne L. WendlingMansfield · Certified Financial Planner
- Kory J. WiitaMedina · Certified Financial Planner
- Joshua E. WrightColumbus
Pinnacle Advisors advisors in every state →Pinnacle Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Pinnacle Advisors financial advisors are in Ohio?
19 investment adviser representatives are registered at Pinnacle Advisors offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Pinnacle Advisors have the most advisors?
Mansfield, with 13, then Columbus (5). Pinnacle Advisors has advisors in 3 cities in Ohio.
How do I check a Pinnacle Advisors advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pinnacle Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.