Thomas
Stefaniak

Pinnacle Wealth Management, Inc

CRD#1706140
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2696 South Colorado Blvd Suite 430
Denver, CO 80222

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Pinnacle Wealth Management, Inc Brokerage Details

Total Assets Under Management

$111,571,424

CO Average: $2,349,664,866
Total Number of Employees

3

CO Average: 28
Total Number of Accounts

719

CO Average: 1,101
Average Account Size

$155,176

CO Average: $2,134,119

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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.

2013 - Present (6 years)

Pinnacle Wealth Management

1998 - Present (21 years)

Lpl Financial, LLC

Disclosures

Thomas Stefaniak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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