Tyler
Nagel
Pinnacle Wealth Advisors
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About this Advisor
Tyler Nagel is a financial advisor working out of Clackamas, Oregon with 7 years of relevant experience. Nagel is an employee of Pinnacle Wealth Advisors. Over the course of their career, Nagel has held roles at Pinnacle Wealth Advisors, Inc, Financial Techniques, Nw Tax & Wealth Advisory Group, Inc, Global Financial Private Capital, LLC and Financial Techniques, Inc. Nagel has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Pinnacle Wealth Advisors is an advisory business that has its headquarters in Clackamas, OR. The company has a total of six advisors. It controls $180 million in assets across its 448 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 448 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. However, fees billed by Pinnacle Wealth Advisors can include any 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 Advisors Brokerage Details
$180,335,359
6
448
$402,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tyler Nagel Work History
Tyler has been registered as a financial advisor for 7 years.*
Pinnacle Wealth Advisors, Inc
Financial Techniques, Inc
Nw Tax & Wealth Advisory Group, Inc
Global Financial Private Capital, LLC
Financial Techniques
*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 Tyler Nagel 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 Advisors
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
Clackamas, OR
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