Best Investors
Account
Sign in
Best Investors
Account
Sign in
Pinnacle Wealth Advisors CRD 117517
$550M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-15 |
Branch Locations
300 Se Reed Market Rd., Ste 255, Bend, OR 97702 • United States
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Microsoft | Redmond | WA | 10/2012 | 08/2019 |
| Landmark Professional Mtg Group | Bend | OR | 09/2019 | 02/2020 |
| Nealy Pierce Llc | Bend | OR | 04/2023 | 08/2023 |
| Nexa Mortgage Llc | Chandler | AZ | 03/2020 | 11/2023 |
| Equilus Group, Inc. | Wenatchee | WA | 11/2023 | 04/2026 |
| Pinnace Wealth Advisors | Bend | OR | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-09 |
Reach out to this advisor