Best Investors Account Sign in
Inactive

Michael Aaron Musco

Pinnacle Wealth Advisors

Bend, OR

Clackamas, OR

Claim This Profile
Current Employers
Pinnacle Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-15
  • OR RA
    APPROVED
    Since 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

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
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
  • 10/2012 → 08/2019
    Microsoft
    Redmond, WA
  • 09/2019 → 02/2020
    Landmark Professional Mtg Group
    Bend, OR
  • 04/2023 → 08/2023
    Nealy Pierce Llc
    Bend, OR
  • 03/2020 → 11/2023
    Nexa Mortgage Llc
    Chandler, AZ
  • 11/2023 → 04/2026
    Equilus Group, Inc.
    Wenatchee, WA
  • 06/2026 → Present
    Pinnace Wealth Advisors
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-09
Other Names
  • Michael Aaron Conklin

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor