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Christine Marie Larson-Postel

Pinnacle Advisors

Mansfield, OH

CRD 5502277

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Employer firm

Pinnacle Advisors CRD 106817

$2.14B regulatory AUM 40 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Pinnacle Advisors

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2008-03-06
  • OH RA
    APPROVED
    Since 2008-03-06

Branch Locations

6 West 3Rd St. Ste 100, Mansfield, OH 44902 • 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
Pinnacle Wealth Planning Services, Inc. Mansfield OH 01/2005 Present
  • 01/2005 → Present
    Pinnacle Wealth Planning Services, Inc.
    Mansfield, OH
Designations
  • Certified Financial Planner
Other Names
  • Christine Marie Larson
  • Christine Marie Larson

View on SEC IAPD

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