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BH

Bradley L. Hostetler

HD PINNACLE ADVISORS, LTD.
MANSFIELD, OH 44907
Some features on this profile are disabled
CRD#: 4550402
BH

Professional summary

Bradley Lee Hostetler is a registered financial advisor currently at HD PINNACLE ADVISORS, LTD. located in Mansfield, Ohio.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bradley has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
A CPA WITH RIESTER, LUMP & BURTON, A NON-INVESTMENT RELATED FIRM WORKING 160 HOURS PER MONTH PASSED THE SERIES 65 EXAM ON 10/19/99

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Lee Hostetler's 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

January 1, 2000 - Present

HD PINNACLE ADVISORS, LTD.

Office #1: 1600 Lexington Ave., Mansfield, OH 44907
RIA
CRD#: 121179
MANSFIELD, OH

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
Ohio
(1/1/2000)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/19/1999
Uniform Investment Adviser Law Examination

Current Firm

HP
HD PINNACLE ADVISORS, LTD.
HD PINNACLE ADVISORS, LTD. | HOSTETLER-DAVIS INVESTMENTS, LTD.

CRD#: 121179 / SEC#:

Ohio
Registered Investment Advisory firm - (1/1/2000 Approved)
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Contact information

Main Address
1600 Lexington Ave, Mansfield, OH 44907
Mailing Address
Phone number
(419) 756-3400
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

HD PINNACLE ADVISORS, LTD.

CRD#: 121179Mansfield, OH 44907

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