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7600 Grand River Suite 220, Brighton, MI 48114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
7600 Grand River Suite 220, Brighton, MI 48114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Wojno Cpa | Farmington Mills | MO | 11/1985 | Present |
| Berthel Fisher & Company Financial Services, Inc. | Brighton | MI | 08/2012 | Present |
| Pinnacle Wealth Management, Inc. | Brighton | MI | 03/2013 | Present |
1. PINNACLE WEALTH MANAGEMENT-Y-BRIGHTON, MI-LIFE INSURANCE SALES-PRODUCER-1/2012-10-5-SALES AND SERVICE LIFE INS. 2. MARK WOJNO CPA-N-BRIGHTON, MI-CPA/ACCOUNTING-CPA/TAX PREPARER-11/1985-20-20-ACCOUNTING/TAX PREPARATION. 3.PINNACLE WEALTH MANAGEMENT PARTNERS, INC. (RIA)-Y-BRIGHTON, MI-OUTSIDE RIA-INVESTMENT ADVISOR-5/2013-60-50-SOLICITS NEW CLIENTS & SERVES EXISTING CLIENTS. 4. PINNACLE TAX ADVISORY-Y-BRIGHTON, MI-TAX PREPARATION-CPA-11/2014-15-4-PREPATION & PLANNING OF FEDERAL & STATE TAX RETURNS. 5. SUCCESS BUSINESS PARTNERS-N-PLYMOUTH, MI-REFERRAL SERVICE-REFERRAL-02/2016-10-10-REFERS MORTGAGE LOANS, BOTH PURCHASE AND REFINANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
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