Ronald E. Wilkinson

PINNACLE WEALTH ADVISORS

Portland, OR 97223

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CRD#: 1050160

Professional summary

Ronald Everett Wilkinson, CFP®, who also goes by Don Wilkinson, Ron Wilkinson, is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Portland, Oregon.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Ronald has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Life Transitions

Employee and Employer Plan Ben...

Retirement Income Management

Insurance Planning

Comprehensive Financial Planni...

Tax Planning

Divorce Planning

Estate Planning

Investment Planning

Business Succession Planning

Social Security Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Don Wilkinson | Ron Wilkinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Nehemiah Project; Vancouver, WA; Board Member; Mr. Wilkinson spends less than <5% of his time on his duties as a Board member. (2) RK Management, LLC; Vancouver, WA; Executive Consultant; Start Date: 3/2020; Mr. Wilkinson spends approximately 10% of his time on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Everett Wilkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

February 7, 2024 - Present

PINNACLE WEALTH ADVISORS

Office #1: 12703 Sw 67th Avenue, Portland, OR 97223

RIA

CRD#: 117517

Portland, OR

Past

July 21, 1997 - April 1, 2025

SECURITY FIRST ADVISORS

RIA

CRD#: 117502

PORTLAND, OR

Past

January 2, 1997 - December 31, 2011

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

TIGARD, OR

Past

January 12, 1990 - January 6, 1997

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 19, 1989 - January 18, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 10, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 7, 1984 - October 17, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

Past

November 10, 1982 - February 27, 1984

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

July 28, 1982 - November 19, 1982

ALL SERVICES FINANCIAL CENTER

CRD#: 7832

Past

June 21, 1982 - July 26, 1982

PFS INVESTMENTS INC.

CRD#: 10111

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINNACLE WEALTH ADVISORS

CRD#: 117517 / SEC#: 801-116763

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Washington

Registered Investment Advisory firm - (6/11/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(2/7/2024)

IAR

Texas
(2/9/2024)

IAR

Washington
(2/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/11/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/1984

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 7/22/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/11/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/11/1989

General Securities Principal Examination

Current Firm

PINNACLE WEALTH ADVISORS

CRD#: 117517 / SEC#: 801-116763

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Washington

Registered Investment Advisory firm - (6/11/2019 Terminated)

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Contact information

Main Address

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015

Mailing Address

Phone number

(503) 654-5100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE WEALTH ADVISORS, INC. - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,644
AUM (Assets Under Management)	$ 461,414,534

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Ronald E. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Everett Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITY FIRST ADVISORS

SECURITIES SERVICE NETWORK, LLC

SECURITIES AMERICA, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

FSC SECURITIES CORPORATION

SOUTHMARK FINANCIAL SERVICES, INC.

ALL SERVICES FINANCIAL CENTER

PFS INVESTMENTS INC.

Primary Firm SEC Registration

PINNACLE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/1994

Series 63

Date: 6/11/1982

Series 7

Date: 5/19/1984

Series 22

Date: 7/22/1982

Series 6

Date: 6/11/1982

Series 24

Date: 12/11/1989

Current Firm

PINNACLE WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNACLE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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