Financial ADVSR advisor directory · SEC adviser records
Pinnacle Wealth Advisors financial advisors in Oregon
Every SEC-registered investment adviser representative at a Pinnacle Wealth Advisors office in Oregon, by city and A to Z.
15 registered advisors work at Pinnacle Wealth Advisors in Oregon, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Clackamas (12). 2 list the CFP designation and 0 are also registered broker representatives.
Pinnacle Wealth Advisors advisors by city in Oregon
Every firm in Oregon →Pinnacle Wealth Advisors advisors in Oregon, A to Z
Search by name →- Daniel A. BelicaJacksonville
- Joshua R. GayClackamas
- Randy E. GayClackamas
- Steve F. HaugClackamas
- Douglas P. KintzingerClackamas
- Christopher L. MaganaClackamas
- Carl W. MarkerClackamas
- Michael A. MuscoBend
- Tyler J. NagelClackamas
- William M. NousClackamas
- Shawn J. RaeClackamas
- Doris I. SchroederClackamas
- Rachael L. SchweigerPortland · Certified Financial Planner
- Brian A. TimmClackamas
- Ronald E. WilkinsonClackamas · Certified Financial Planner
Pinnacle Wealth Advisors advisors in every state →Pinnacle Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Pinnacle Wealth Advisors financial advisors are in Oregon?
15 investment adviser representatives are registered at Pinnacle Wealth Advisors offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Pinnacle Wealth Advisors have the most advisors?
Clackamas, with 12, then Bend (1). Pinnacle Wealth Advisors has advisors in 4 cities in Oregon.
How do I check a Pinnacle Wealth Advisors advisor in Oregon?
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 Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.