Tyler J. Nagel

PINNACLE WEALTH ADVISORS

CLACKAMAS, OR 97015

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CRD#: 2809731

Professional summary

Tyler Joseph Nagel is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Clackamas, Oregon.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tyler has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

FINANCIAL TECHNIQUES, INC. (LICENSED INS AGENCY), INVESTMENT RELATED, 9200 SE SUNNYSIDE RD. #170, CLACKAMAS, OR, POSITION: PRESIDENT/LIC.INSURANCE PRODUCER, SINCE 2006. 10 HOURS PER MONTH DURING TRADING HOURS. NACOR LLC-NON-INVESTMENT RELATED-10365 SE SUNNYSIDE RD. #150, CLACKAMAS, OR-RENTAL PROPERTIES-PART OWNER-2003 AND 2007-10 HRS/MO-NONE DURING TRADING-COLLECT RENT AND PAY MORTGAGES FOR RENTAL PROPERTIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Joseph Nagel'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®

None

Experience

Current

February 25, 2016 - Present

PINNACLE WEALTH ADVISORS

Office #1: 9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015

RIA

CRD#: 117517

CLACKAMAS, OR

Past

October 4, 2013 - February 19, 2016

HARLOW WEALTH MANAGEMENT, INC.

RIA

CRD#: 148315

CLACKAMAS, OR

Past

September 19, 2011 - October 4, 2013

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

PORTLAND, OR

Past

January 28, 2005 - April 27, 2011

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

PORTLAND, OR

Past

March 15, 2004 - December 31, 2004

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

February 7, 2002 - August 8, 2002

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

PORTLAND, OR

Past

January 7, 2002 - January 28, 2004

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

RENTON, WA

Past

May 21, 2001 - December 31, 2001

METROPOLITAN INVESTMENT SECURITIES, INC.

CRD#: 14146

SPOKANE, WA

Past

November 7, 1996 - May 16, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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
(2/25/2016)

IAR

Texas
(12/3/2024)

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: 9/17/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/6/1996

Investment Company Products/Variable Contracts Representative 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.

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Firm Stability Insights

Tyler J. Nagel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Joseph Nagel's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARLOW WEALTH MANAGEMENT, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

KMS FINANCIAL SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

METROPOLITAN INVESTMENT SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

PINNACLE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2011

Series 63

Date: 11/1/1996

Series 6

Date: 11/6/1996

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

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