Andrew Samuel Perri

Employer firm

Pinnacle Wealth Management, Inc. CRD 166853

$118M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Brighton, MI
• 12/2007 → Present
  Pinnacle Wealth Management, Inc.
  Brighton, MI
• 11/2014 → Present
  Pinnacle Tax Advisory, Llc
  Brighton, MI

Previous Registrations

• 2010-10-21 → 2016-12-31
  Berthel, Fisher & Company Financial Services, Inc.
  Brighton, MI
  Brighton, MI
  Cedar Rapids, IA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-11
• S63 Uniform Securities Agent State Law Examination
  1996-11-19

Other Names

• Andrew Perri