Pinnacle Wealth Management, Inc.

Pinnacle Wealth Management, Inc. (CRD# 121065) is a financial advisory firm headquartered in West Chester, OH. They manage $266,581,044 in 292 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $912,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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.

FL, OH

Financial Advisors at Pinnacle Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Anthony J. Bruns
CRD#: 3197624
9100 West Chester Towne Centre Drive, Suite 225, West Chester, OH 45069
96
Wealthminder
score

Anthony Bruns (CRD# 3197624) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in West Chester, OH and has over 17 years of experience in the finance industry. Anthony Bruns 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
Geoffrey G. Glazier
CRD#: 5151202
9100 West Chester Towne Center Dr, Ste 225, West Chester, OH 45069
96
Wealthminder
score

Geoffrey Glazier (CRD# 5151202) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in West Chester, OH and has over 10 years of experience in the finance industry. Geoffrey Glazier 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.

3
Anna C. Barton
CRD#: 2208212
9100 West Chester Towne Centre Drive, Suite 225, West Chester, OH 45069
93
Wealthminder
score

Anna Barton (CRD# 2208212) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in West Chester, OH and has over 21 years of experience in the finance industry.

4
Jeffrey S. Sims
CRD#: 2236487
9100 West Chester Town Centre Drive, Suite 225, West Chester, OH 45069
93
Wealthminder
score

Jeffrey Sims (CRD# 2236487) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in West Chester, OH and has over 19 years of experience in the finance industry.

5
Gregory D. Goodson
CRD#: 6412013
9100 W Chester Towne Ctr., West Chester, OH 45069
90
Wealthminder
score

Gregory Goodson (CRD# 6412013) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in West Chester, OH and has over 2 years of experience in the finance industry.

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