Kory J Wiita

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 07/2017
  Case Western Reserve University
  Cleveland, OH
• 06/2016 → 05/2017
  Progressive Insurance
  Cleveland, OH
• 08/2017 → 11/2019
  Medina County Procosecutor's Office
  Medina, OH
• 11/2019 → 04/2022
  Pinnacle Wealth Planning Services, Inc.
  Medina, OH
• 06/2017 → 07/2017
  None
  Medina, OH
• 04/2022 → Present
  Pinnacle Advisors
  Medina, OH
• 10/2025 → Present
  Pinnacle Advisors
  Medina, OH

Other Businesses

1. Occasionally provide legal consulting services taking less than 10 hrs per month at 1684 Medina Road, Medina, Ohio. Not investment related. 2. Starting October 2025, Kory became spokesperson and Chairman of the Board for Adaptive Recovery Center Foundation (ARC Medina), a non-profit for disability support, at 1684 Medina Road, Medina, Ohio taking less than 10 hrs per month. Not investment related.

Designations

• Certified Financial Planner