Mark Courtemanche, CLU, ChFC, financial advisor Cary NC

Mark Courtemanche, CLU, ChFC

Pinnacle Retirement Solutions

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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Oct 2019 - Current 2
Pinnacle Retirement Solutions Cary, NC Jun 2018 - Current 4
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
Summitalliance Advisors Dallas, TX Oct 2009 - Feb 2013 3
Summitalliance Securities Dallas, TX Jul 2008 - Feb 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Mark Courtemanche, CLU, ChFC
By the Numbers
  • Total Assets Under Management
    19,640
    MILLIONS
  • Total Number of Accounts
    142,130
    ACCOUNTS
  • Average Account Value
    $138,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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Data verified by both the advisor and the public regulatory data.

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