Nicole
Newland
Pinnacle Wealth Planning Services, Inc
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About this Advisor
Nicole Newland is a certified financial planner working in Columbus, Ohio with 4 years of relevant experience. Newland currently works for Pinnacle Wealth Planning Services, Inc. Newland has gained experience at Franklin University, Hamilton Capital Management Inc and Pinnacle Wealth Planning Services. Newland is registered to serve investors in Ohio. Pinnacle Wealth Planning Services, Inc is a financial advisory business that has its headquarters in Mansfield, OH. It has offices in five locations and a total of 25 people on staff. It oversees $2 billion in assets under management between its 2,743 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises six charities and foundations. Of its 2,743 accounts, 36% are held by high-net-worth individuals who have greater than $1 million in assets. Pinnacle Wealth Planning Services, Inc has a diverse 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. Fees for financial advice typically depend on the financial services provided. Fees charged by Pinnacle Wealth Planning Services, Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Wealth Planning Services, Inc Brokerage Details
$1,609,402,664
25
2,743
$586,731
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
Nicole Newland Work History
Nicole has been registered as a financial advisor for 4 years.*
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services
Hamilton Capital Management Inc
Franklin 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.
Disclosures
Please visit the SEC profile of Nicole Newland 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
Mansfield, OH
Columbus, OH
Saint Petersburg, FL
Medina, OH
Mansfield, OH
Columbus, OH
Mansfield, OH
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.