Pinnacle Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

117517

SEC number

801-116763

Firm type

RIA

Assets under management

$549.7M as of Jun 12, 2026

Website

www.thinkpinnacle.com. ↗

Phone

503-654-5100

Address

9200 Se Sunnybrook Boulevard, Clackamas, OR, 97015

Advisors at this firm

13 in our index · page 1 of 1

• Daniel Allan BelicaCRD 502448 · Jacksonville, OR
  IA Registered
• Randy Earl GayCRD 5642216 · Clackamas, OR
  IA Registered
  Disclosure event(s) on record
• Joshua Robert Keith GayCRD 8054721 · Clackamas, OR
  IA RegisteredRegistration inactive
• Steve Foster HaugCRD 2624111 · Rathdrum, ID
  IA Registered
  Disclosure event(s) on record
• Douglas Paul KintzingerCRD 5852413 · Clackamas, OR
  IA Registered
• Christopher L MaganaCRD 4905686 · Portland, OR
  IA Registered
• Carl William MarkerCRD 1886007 · Portland, OR
  IA Registered
• Michael Aaron MuscoCRD 7834991 · Bend, OR
  IA Registered
• Tyler Joseph NagelCRD 2809731 · Clackamas, OR
  IA Registered
• Shawn Joseph RaeCRD 5954723 · Saint Petersburg, FL
  IA RegisteredRegistration inactive
• Doris Irene SchroederCRD 8244672 · Clackamas, OR
  IA Registered
• Rachael Lynn SchweigerCRD 6785880 · Portland, OR
  IA Registered
• Ronald Everett WilkinsonCRD 1050160 · Portland, OR
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.