Pinnacle Wealth Management, Inc
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About this Advisor
Thomas Stefaniak is a certified financial planner operating in Denver, Colorado, with a total of 20 years of experience as a financial advisor. Stefaniak is an employee of Pinnacle Wealth Management, Inc. Over the course of their career, they have held roles at Lpl Financial, LLC and Pinnacle Wealth Management. Stefaniak holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, Texas, Wisconsin, Colorado and California. Pinnacle Wealth Management, Inc is a registered investment business that has its headquarters in Denver, Colorado. It controls $112 million in assets under management across its 719 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 719 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which services the firm provides the client. Fee types billed by Pinnacle Wealth Management, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Pinnacle Wealth Management, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Stefaniak Work History
Thomas has 20 years of experience.
Pinnacle Wealth Management
Lpl Financial, LLC
Thomas Stefaniak has no disclosures.
Please visit their SEC profile for more details.