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Rachael Lynn Schweiger

Pinnacle Wealth Advisors

Portland, OR

Clackamas, OR

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Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-03
OR RA APPROVED 2024-02-07
  • TX RA
    APPROVED
    Since 2024-12-03
  • OR RA
    APPROVED
    Since 2024-02-07

Branch Locations

12703 Sw 67Th Avenue, Portland, OR 97223 • United States

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • 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
Security First Advisors, Inc. Portland OR 08/2015 03/2025
Pinnacle Wealth Advisors, Inc. Clackamas OR 02/2024 Present
  • 08/2015 → 03/2025
    Security First Advisors, Inc.
    Portland, OR
  • 02/2024 → Present
    Pinnacle Wealth Advisors, Inc.
    Clackamas, OR
Previous Registrations
  • 2017-08-30 → 2025-04-01
    Security First Advisors
    Portland, OR
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-30
  • S65 Uniform Investment Adviser Law Examination
    2017-08-30
Designations
Other Names
  • Rachael Lynn Busch

View on SEC IAPD

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RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

Other Investors

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DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
LPL FINANCIAL LLC · TIGARD, OR

More in Portland, OR

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