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Pinnacle Advisors CRD 106817
$2.14B regulatory AUM 40 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
| OH | RA | APPROVED | 2006-12-04 |
Branch Locations
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
1110 Pinellas Bayway Unit 212, Tierra Verde, FL 33715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | Mansfield | OH | 01/2011 | Present |
| Professional Planning Coordination Services, Llc | Mansfield | OH | 01/2012 | Present |
1. BILL CURRENTLY HAS INDIVIDUAL LAW PRACTICE WORKING PART TIME. 2. BILL IS PRESIDENT AND SHAREHOLDER OF PROFESSIONAL PLANNING COORDINATION SERVICES, LLC WHICH OFFERS AN ADMINISTRATIVE SERVICE TO CPAS, ATTORNEYS AND RIAS FOR PROFESSIONAL COORDINATION OF THEIR CLIENT'S FINANCIAL LIVES. PPCS IS AN ADMINISTRATIVE, BACK-OFFICE SERVICE AND DOES NOT OFFER FINANCIAL PLANNING OR INVESTMENT ADVICE. BILL SPENDS APPROXIMATELY 5 HOURS A YEAR ON THIS BUSINESS.
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