Cheri
Young
Pinnacle Wealth Management, Inc
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About this Advisor
Cheri Young is a financial advisor working out of Brighton, Michigan with 4 years of relevant experience. Young is on the advisory team at Pinnacle Wealth Management, Inc. During their career, Young has held roles at Next Financial Group, Questar Capital Corporation, Questar Asset Management, Woodbury Financial Services, Inc, Purshe Kaplan Sterling Investments, Inc, Pinnacle Wealth Management, Inc and Pinnacle Tax Advisory. Young maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Florida and Michigan. Pinnacle Wealth Management, Inc is a company that has its headquarters in Brighton, MI. The investment advisory business has just five people on staff. It manages $113 million in total assets among its 870 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 870 accounts, 26% are held by high-net-worth clients who have greater than $1 million in assets. Pinnacle Wealth Management, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Fees charged by financial advisors typically are based on which service is offered. However, fees charged by Pinnacle Wealth Management, Inc may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Management, Inc Brokerage Details
$112,692,000
5
870
$129,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Cheri Young Work History
Cheri has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investments, Inc
Pinnacle Wealth Management, Inc
Pinnacle Tax Advisory
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Questar Capital Corporation
Questar Asset Management
Next Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cheri Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinnacle Wealth Management, Inc
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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