Kenyon L. Lederer
Professional summary
Kenyon Lloyd Lederer, CFP®, ChFC®, who also goes by Kenny Lederer, is a registered financial advisor currently at PINNACLE WEALTH MANAGEMENT, LLC located in Driggs, Idaho and PURSHE KAPLAN STERLING INVESTMENTS located in Roseville, California.
Kenyon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Kenyon has worked at 9 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenyon Lloyd Lederer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
September 23, 2021 - Present
PINNACLE WEALTH MANAGEMENT, LLC
November 1, 2013 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2999 Douglas Blvd Suite 180, Roseville, CA 95661November 11, 2013 - October 11, 2021
PINNACLE ASSET MANAGEMENT, INC.
October 29, 2007 - November 5, 2013
INVEST FINANCIAL CORPORATION
October 29, 2007 - November 5, 2013
INVEST FINANCIAL CORPORATION
January 2, 2004 - March 15, 2010
SECURITIES AMERICA ADVISORS, INC.
February 23, 1999 - December 31, 2003
PINNACLE ASSET MANAGEMENT, INC.
October 18, 1994 - October 30, 2007
SECURITIES AMERICA, INC.
September 29, 1992 - November 17, 1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 29, 1992 - November 17, 1994
OSAIC FA, INC.
Primary Firm SEC Registration
PINNACLE WEALTH MANAGEMENT, LLC
CRD#: 315578 / SEC#: 801-122002
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/1/2013)
(11/1/2013)
(9/23/2021)
(11/1/2013)
(11/1/2013)
(10/8/2019)
(2/24/2025)
(5/7/2025)
(4/26/2022)
(11/1/2013)
(11/1/2013)
(4/27/2021)
(1/26/2022)
(10/30/2018)
(4/26/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PINNACLE WEALTH MANAGEMENT, LLC
CRD#: 315578 / SEC#: 801-122002
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 728 |
| AUM (Assets Under Management) | $ 181,677,991 |
Red Flags
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