Mark Courtemanche, CLU, ChFC
CRD Number: 2651246
Current Firm: Ae Wealth Management, LLC
Compensation Model: Both
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where he also played baseball. Mr. Courtemanche earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College and also holds the Life Underwriter Training Council Fellow (LUTCF) designation. Mr. Courtemanche has also earned the National Social Security Advisor (NSSA) certification from the National Social Security Association, LLC.
Mark Courtemanche (CRD# 2651246) is an Investment Advisor Representative with AE Wealth Management, LLC in Cary, NC and has over 29 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pal Rentals | Cary, NC | Sep 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Oct 2019 - Current | 4 |
| Pinnacle Retirement Solutions | Cary, NC | Jun 2018 - Current | 5 |
| Portfolio Medics, LLC | Bonita Springs, FL | Feb 2013 - Oct 2019 | 6 |
| Capital Investment Group, Inc. | Raleigh, NC | Oct 2017 - Feb 2019 | 1 |
| Outer Banks Financial, LLC | Raleigh, NC | Jun 2007 - Feb 2019 | 11 |
| Pinnacle Retirement Solutions | Cary, NC | Jul 2015 - Jun 2018 | 2 |
| Courtemanche & Associates, Inc. | Cary, NC | Mar 2006 - Jun 2018 | 12 |
| Capital Investment Group | Raleigh, NC | Nov 2013 - Dec 2016 | 3 |
| The Algorithm Exchange, Ltd | Nassau, | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- NC
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Pinnacle Retirement Solutions are not affiliated companies.
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