Pinnacle Wealth Advisors

Pinnacle Wealth Advisors (CRD# 117517) is a financial advisory firm headquartered in Clackamas, OR. They manage $43,168,838 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $317,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

OR, WA

Financial Advisors at Pinnacle Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Aaron J. Christopherson
CRD#: 5289850
9200 Se Sunnybrook Blvd. Ste 170, Clackamas, OR 97015
93
Wealthminder
score

Aaron Christopherson (CRD# 5289850) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Clackamas, OR and has over 5 years of experience in the finance industry. Aaron Christopherson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randy E. Gay
CRD#: 5642216
9200 Se Sunnybrook Blvd. Ste 170, Clackamas, OR 97015
93
Wealthminder
score

Randy Gay (CRD# 5642216) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Clackamas, OR and has over 8 years of experience in the finance industry.

3
Tyler J. Nagel
CRD#: 2809731
9200 Se Sunnybrook Blvd. Ste 170, Clackamas, OR 97015
93
Wealthminder
score

Tyler Nagel (CRD# 2809731) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Clackamas, OR and has over 21 years of experience in the finance industry.

4
Raymond A. Birch
CRD#: 2274411
9200 Se Sunnybrook Blvd. Ste 170, Clackamas, OR 97015
73
Wealthminder
score

Raymond Birch (CRD# 2274411) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Clackamas, OR and has over 25 years of experience in the finance industry.

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