Verdayne L. Wendling

PINNACLE ADVISORS

MEDINA, OH 44256

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CRD#: 2883904

Professional summary

Verdayne Lee Wendling, CFP®, who also goes by Dayne Wendling, is a registered financial advisor currently at PINNACLE ADVISORS located in Medina, Ohio.

Verdayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Verdayne has worked at 6 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dayne Wendling

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Verdayne Lee Wendling'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: 2007

Experience

Current

February 26, 2007 - Present

PINNACLE ADVISORS

Office #1: 1684 Medina Road, Medina, OH 44256

RIA

CRD#: 106817

MEDINA, OH

Past

October 30, 2003 - January 16, 2007

HUDSON FINANCIAL ADVISORS INC

RIA

CRD#: 113978

STREETSBORO, OH

Past

September 11, 2000 - April 11, 2006

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

January 28, 1998 - September 11, 2000

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

May 8, 1997 - January 3, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 8, 1997 - January 3, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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 ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA

Registered Investment Advisory firm - (5/30/1996 Approved)

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

Florida
(5/11/2021)

IAR

Ohio
(2/26/2007)

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

General Industry/Product Exam

Series 7

Date: 5/7/1997

General Securities Representative Examination

Current Firm

PINNACLE ADVISORS

CRD#: 106817 / SEC#: 801-51715

RIA

Registered Investment Advisory firm - (5/30/1996 Approved)

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Contact information

Main Address

6 West 3rd St. Ste 100, Mansfield, OH 44902

Mailing Address

Phone number

(419) 526-5226

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE DISCLOSURE BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	3,513
AUM (Assets Under Management)	$ 1,939,495,799

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2023	Cover Page	Report
12/22/2022	Cover Page	Report

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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Verdayne L. Wendling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Verdayne Lee Wendling's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE ADVISORS

HUDSON FINANCIAL ADVISORS INC

WALNUT STREET SECURITIES, INC.

VESTAX SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PINNACLE ADVISORS

State Registrations and Notice Filings

Exams

Series 7

Date: 5/7/1997

Current Firm

PINNACLE ADVISORS

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PINNACLE ADVISORS

TRUST BUT VERIFY

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