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7600 Grand River Suite 220, Brighton, MI 48114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| MI | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED_RES | 2016-10-17 |
Branch Locations
7600 Grand River Suite 220, Brighton, MI 48114 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Brighton | MI | 11/2007 | Present |
| Pinnacle Wealth Management, Inc. | Brighton | MI | 12/2007 | Present |
| Pinnacle Tax Advisory, Llc | Brighton | MI | 11/2014 | Present |
1. PINNACLE WEALTH MANAGEMENT, INC-Y-BRIGHTON, MI-SECURITIES, INSURANCE, TAX PREPARATION-REGISTERED REPRESENTATIVE-8/2009-120-65-OWNS & RUNS SECURITIES BUSINESS. 2. PINNACLE TAX ADVISORY LLC-N-BRIGHTON, MI-TAX PREPARATION-OWNER-11/2014-20-8-PREPARE & FILE TAX RETURNS; TAX PLANNING & TAX CONSULTATION; ANDREW IS A SENIOR REPRESENTATIVE WITH STRYDE SAVINGS SOLUTIONS. 3. PINNACLE WEALTH MANAGEMENT PARTNERS, INC-Y-BRIGHTON, MI-FINANCIAL PLANNING & FEE BASED WEALTH MANAGEMENT-INVESTMENT ADVISOR REPRESENTATIVE-5/2013-80-65-OWNS & RUNS RIA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-19 |
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