William
Cunningham

Pinnacle Wealth Planning Services, Inc

CRD#1799567
Investment Advisor
in Mansfield, OH

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About this Advisor

William Cunningham is a certified financial planner and chartered financial consultant based out of Mansfield, Ohio who has 4 years of industry experience. Cunningham is an advisor for Pinnacle Wealth Planning Services, Inc. Throughout their career, they have worked at New York Life Ins. Co, Nylife Securities, Eagle Strategies LLC, Fidelity Brokerage Services LLC, Hancock/Whitney Investment Services, Inc, Hancock/Whitney Bank, Payne Nickles & Company, 1St Global Capital Corp, William Joseph Cunningham, I.M. Wealth Care, LLC and Pinnacle Wealth Planning Services. Cunningham has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Pinnacle Wealth Planning Services, Inc is a business headquartered in Mansfield, OH. It has offices in five locations and a total of 25 people on staff. It oversees $2 billion in total assets across its 2,743 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to six charitable organizations. Of its 2,743 accounts, 36% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on the financial services offered. However, fee types billed by Pinnacle Wealth Planning Services, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

4 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

6 West 3Rd St. Ste 100
Mansfield, OH 44902

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Pinnacle Wealth Planning Services, Inc Brokerage Details

Total Assets Under Management

$1,609,402,664

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

25

OH Average: 34
Total Number of Accounts

2,743

OH Average: 1,972
Average Account Size

$586,731

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

William Cunningham Work History

William has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pinnacle Wealth Planning Services

2019 - 2019 (< 1 year)

I.M. Wealth Care, LLC

2018 - 2019 (1 year)

William Joseph Cunningham

2017 - 2017 (< 1 year)

Hancock/Whitney Investment Services, Inc

2017 - 2017 (< 1 year)

Hancock/Whitney Bank

2017 - 2018 (1 year)

Payne Nickles & Company

2017 - 2019 (2 years)

1St Global Capital Corp

2014 - 2017 (3 years)

Fidelity Brokerage Services LLC

2010 - 2014 (4 years)

Eagle Strategies LLC

2006 - 2014 (8 years)

New York Life Ins. Co

2006 - 2014 (8 years)

Nylife Securities

*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 William Cunningham 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
Allen Sykes
Mansfield, OH
Kory Wiita
Medina, OH
David Harbeitner
Saint Petersburg, FL
Scott Heichel
Columbus, OH
Richard Kammer
Mansfield, OH
Verdayne Wendling
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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