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).

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 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 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 5 years of experience in the finance industry.

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