Pinnacle Wealth Management, Inc.

Pinnacle Wealth Management, Inc. (CRD# 112969) is a financial advisory firm headquartered in Denver, CO. They manage $80,990,265 in 585 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2696 South Colorado Blvd, Suite 430, Denver, CO 80222
http://www.pinnaclewm.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $138,445
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
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.

AZ, CA, CO, TX, WI

Financial Advisors at Pinnacle Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Stefaniak, financial advisor Denver CO
Thomas C. Stefaniak
CRD#: 1706140
2696 South Colorado Blvd, Suite 430, Denver, CO 80222
96
Wealthminder
score

Thomas Stefaniak (CRD# 1706140) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Denver, CO and has over 29 years of experience in the finance industry. Thomas Stefaniak 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
Gail Hansen, financial advisor Denver CO
Gail B. Hansen
CRD#: 1471852
2696 South Colorado Blvd, Suite 430, Denver, CO 80222
90
Wealthminder
score

Gail Hansen (CRD# 1471852) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Denver, CO and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals