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Doris Irene Schroeder

Pinnacle Wealth Advisors

Clackamas, OR

CRD 8244672

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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:

Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-11
  • OR RA
    APPROVED
    Since 2026-06-11

Branch Locations

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • 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 Advisors Clackamas OR 02/2024 06/2026
Columbia Bank/Umpqua Oregon City OR 09/2022 02/2024
First Tech Federal Credit Union Beaverton OR 04/2020 09/2022
Us Bank Corp Portland OR 04/2009 01/2020
Pinnacle Wealth Advisors Clackamas OR 06/2026 Present
  • 02/2024 → 06/2026
    Pinnacle Wealth Advisors
    Clackamas, OR
  • 09/2022 → 02/2024
    Columbia Bank/Umpqua
    Oregon City, OR
  • 04/2020 → 09/2022
    First Tech Federal Credit Union
    Beaverton, OR
  • 04/2009 → 01/2020
    Us Bank Corp
    Portland, OR
  • 06/2026 → Present
    Pinnacle Wealth Advisors
    Clackamas, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-11
Other Names
  • Doris Irene Thomas

View on SEC IAPD

Nearby Firms

TRUE NORTH RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Nearby Investors

TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON

Nearby Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

More in Clackamas, OR

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