Ronald Everett Wilkinson

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

• 03/2007 → 11/2023
  Rem 22, Inc. (Fka Russell Wilkinson Rerick, Inc.)
  Vancouver, WA
• 01/1997 → 03/2025
  Security First Advisors, Inc.
  Portland, OR
• 11/2023 → Present
  Pinnacle Wealth Advisors, Inc.
  Clackamas, OR
• 03/2020 → Present
  Rk Management, Llc
  Clackamas, OR

Previous Registrations

• 1997-07-21 → 2025-04-01
  Security First Advisors
  Portland, OR
  Lake Oswego, OR
  Portland, OR
  Portland, OR

Other Businesses

(1) Nehemiah Project; Vancouver, WA; Board Member; Mr. Wilkinson spends less than <5% of his time on his duties as a Board member. (2) RK Management, LLC; Vancouver, WA; Executive Consultant; Start Date: 3/2020; Mr. Wilkinson spends approximately 10% of his time on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-04
• S63 Uniform Securities Agent State Law Examination
  1982-06-11

Designations

• Certified Financial Planner

Other Names

• Don Wilkinson
• Ron Wilkinson