Pinnacle Wealth Management, Inc.
Pinnacle Wealth Management, Inc. (CRD# 112969) is a financial advisory firm headquartered in Denver, CO. They manage $111,571,424 in 719 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management112MILLION
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Total Number of Accounts719ACCOUNTS
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Average Account Value$155,176
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, TX, WI
Thomas Stefaniak (CRD# 1706140) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Denver, CO and has over 30 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.
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.
Charles Rhoades (CRD# 5400183) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Denver, CO and has over 10 years of experience in the finance industry.