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Derek Sanderson Fike

Km&M Pinnacle, Ltd.

Mansfield, OH

CRD 6862013

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Employer firm

Km&M Pinnacle, Ltd. CRD 121103

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
Km&M Pinnacle, Ltd.

590 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-12-19
  • OH RA
    APPROVED
    Since 2017-12-19

Branch Locations

590 Lexington Ave., Mansfield, OH 44907 • 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
Km&M Cpas Mansfield OH 03/2005 Present
  • 03/2005 → Present
    Km&M Cpas
    Mansfield, OH
Other Businesses

I'm a partner in a real estate rental company. Also, a partner in a payroll processing company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-18
  • S65 Uniform Investment Adviser Law Examination
    2017-12-18

View on SEC IAPD

Nearby Firms

WHITAKER-MYERS WEALTH MANAGERS, LTD.
AMERIPRISE FINANCIAL SERVICES, LLC
HD PINNACLE ADVISORS, LTD.

Nearby Investors

MATTHEW GERALD HARRIS
Ethan Ronald Barry
Kage D Rush

Nearby Offices

WHITAKER-MYERS WEALTH MANAGERS, LTD. · MANSFIELD, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH
HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH

More in Mansfield, OH

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