Tyler Joseph Nagel

Employer firm

Pinnacle Wealth Advisors CRD 117517

$550M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2006 → Present
  Financial Techniques, Inc.
  Clackamas, OR
• 02/2016 → 03/2025
  Pinnacle Wealth Advisors, Inc.
  Clackamas, OR

Previous Registrations

• 2013-10-04 → 2016-02-19
  Harlow Wealth Management, Inc.
  Clackamas, OR
  Vancouver, WA
• 2011-09-19 → 2013-10-04
  Global Financial Private Capital, Inc.
  Portland, OR
  Sarasota, FL
• 2002-02-07 → 2002-08-08
  Pacific West Financial Consultants Inc
  Portland, OR

Other Businesses

FINANCIAL TECHNIQUES, INC. (LICENSED INS AGENCY), INVESTMENT RELATED, 9200 SE SUNNYSIDE RD. #170, CLACKAMAS, OR, POSITION: PRESIDENT/LIC.INSURANCE PRODUCER, SINCE 2006. 10 HOURS PER MONTH DURING TRADING HOURS. NACOR LLC-NON-INVESTMENT RELATED-10365 SE SUNNYSIDE RD. #150, CLACKAMAS, OR-RENTAL PROPERTIES-PART OWNER-2003 AND 2007-10 HRS/MO-NONE DURING TRADING-COLLECT RENT AND PAY MORTGAGES FOR RENTAL PROPERTIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-17
• S63 Uniform Securities Agent State Law Examination
  1996-11-01