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Doris Irene Schroeder

Pinnacle Wealth Advisors

Clackamas, OR

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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

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JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS

Other Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

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