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Scott Martin Brihn

Pinnacle Advisors

Mansfield, OH

Medina, OH

CRD 7690016

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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 2023-03-15
  • OH RA
    APPROVED
    Since 2023-03-15

Branch Locations

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

1684 Medina Road Suite 100, Medina, OH 44256 • 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. Medina OH 01/2022 Present
Grubb Wealth Management Columbus OH 08/2020 11/2021
Psi/ Caliper Princeton NJ 02/2013 05/2020
  • 01/2022 → Present
    Pinnacle Wealth Planning Services, Inc.
    Medina, OH
  • 08/2020 → 11/2021
    Grubb Wealth Management
    Columbus, OH
  • 02/2013 → 05/2020
    Psi/ Caliper
    Princeton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2021-12-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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