Pinnacle Wealth Planning Services, Inc

Investment Advisor
in Medina, OH

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About this Advisor

Kory Wiita is a certified financial planner operating in Medina, Ohio with a total of 2 years of industry experience. Wiita is an advisor for Pinnacle Wealth Planning Services, Inc. Over the course of their career, Wiita has held roles at The Ohio State University, Case Western Reserve University, Cleveland Browns, Progressive Insurance, Medina County Procosecutor'S Office, Pinnacle Wealth Planning Services, Inc and None. Wiita is approved to advise clients in Ohio. Pinnacle Wealth Planning Services, Inc is a company that has its headquarters in Mansfield, OH. It has offices in five locations and a total of 25 people on staff. It has $2 billion in total assets between its 2,743 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to six charitable organizations. Of its 2,743 accounts, 36% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Pinnacle Wealth Planning Services, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1684 Medina Road, Suite 100
Medina, OH 44256

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Pinnacle Wealth Planning Services, Inc Brokerage Details

Total Assets Under Management


OH Average: $2,106,341,625
Total Number of Employees


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kory Wiita Work History

Kory has been registered as a financial advisor for 2 years.*

2022 - Present (1 year)

Pinnacle Wealth Planning Services, Inc

2019 - 2022 (3 years)

Pinnacle Wealth Planning Services, Inc

2017 - 2019 (2 years)

Medina County Procosecutor'S Office

2017 - 2017 (< 1 year)


2016 - 2017 (1 year)

Progressive Insurance

2015 - 2016 (1 year)

Cleveland Browns

2014 - 2017 (3 years)

Case Western Reserve University

2011 - 2014 (3 years)

The Ohio State University

*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.


Please visit the SEC profile of Kory Wiita 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 Planning Services, Inc

Scott Brihn
Mansfield, OH
Nicole Newland
Columbus, OH
David Harbeitner
Saint Petersburg, FL
Kory Wiita
Medina, OH
Allen Sykes
Mansfield, OH
Scott Heichel
Columbus, OH
Jennifer Henderson
Mansfield, OH
Richard Kammer
Mansfield, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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