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John T. Belser

Belser Pinnacle Financial Advisors, LLC

Bellefontaine, OH

CRD 4639368

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Employer firm

Belser Pinnacle Financial Advisors, LLC CRD 125653

Reported services (Item 5G)

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

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

Current Employers
Belser Pinnacle Financial Advisors, Llc

1344 South Main Street, Bellefontaine, OH 43311 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2003-03-10
  • OH RA
    APPROVED
    Since 2003-03-10

Branch Locations

204 E. Columbus Ave., Bellefontaine, OH 43311 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John T. Belser, Cpa Bellefontaine OH 08/1992 Present
  • 08/1992 → Present
    John T. Belser, Cpa
    Bellefontaine, OH
Other Businesses

OWNER OF JOHN T. BELSER CPA, A CPA FIRM LOCATED IN BELLEFONTAINE, OH. THIS IS A FULL TIME BUSINESS WITH ONLY A PARTIAL AMOUNT OF TIME DEVOTED TO INVESTMENT ADVISORY WORK.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-06
  • S63 Uniform Securities Agent State Law Examination
    2003-01-06

View on SEC IAPD

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