Daniel Allan Belica

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:

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

Current Employers

Employment History

• 03/2014 → Present
  Ims Capital Management Llc
  Clackamas, OR
• 02/2026 → Present
  Pinnacle Wealth Advisors, Llc
  Clackamas, OR

Previous Registrations

• 2014-03-11 → 2026-08-24
  Ims Capital Management
  Portland, OR
  Jacksonville, OR
  Clackamas, OR
• 2008-05-02 → 2014-02-18
  Td Ameritrade, Inc.
  Portland, OR
• 2008-05-12 → 2014-02-18
  Td Ameritrade Investment Management, Llc
  Portland, OR
• 2008-03-13 → 2008-04-15
  Mkg Financial Group, Inc.
  Portland, OR
  Portland, OR
• 2006-03-08 → 2007-06-29
  Mkg Capital Advisors
  Portland, OR
• 2005-08-29 → 2005-12-31
  Mkg Capital Advisors
  Portland, OR
• 2004-02-24 → 2005-08-19
  Osaic Fa, Inc.
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2004-02-05