Ronald Everett Wilkinson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Life Transitions
- Employee and Employer Plan Benefits
- Retirement Income Management
- Insurance Planning
- Comprehensive Financial Planning
- Tax Planning
- Divorce Planning
- Estate Planning
- Investment Planning
- Business Succession Planning
- Social Security Planning
- Retirement Planning
Other Aliases
Don Wilkinson, Ron Wilkinson
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.
Contact Information
Main Address
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015Phone Number
(503) 654-5100# of Employees
21SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,956AUM (Assets Under Management)
$549,709,723Similar Advisors
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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.
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Primary Firm SEC Registration
BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(2/9/2024)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jul 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ronald Everett Wilkinson's CRS (Customer Relationship Summary).
Services Offered by Ronald
- Life Transitions
- Employee and Employer Plan Benefits
- Retirement Income Management
- Insurance Planning
- Comprehensive Financial Planning
- Tax Planning
- Divorce Planning
- Estate Planning
- Investment Planning
- Business Succession Planning
- Social Security Planning
- Retirement Planning
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