Pinnacle Wealth Management, Inc

Investment Advisor
in Denver, CO
Are you Thomas Stefaniak? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

2696 South Colorado Blvd Suite 430
Denver, CO 80222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pinnacle Wealth Management, Inc Brokerage Details

Total Assets Under Management


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


CO Average: 28
Total Number of Accounts


CO Average: 1,101
Average Account Size


CO Average: $2,134,119

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


Thomas Stefaniak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started