Aaron J. Christopherson

PINNACLE WEALTH ADVISORS

CLACKAMAS, OR 97015

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CRD#: 5289850

Professional summary

Aaron Jacob Christopherson, CFP® is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Clackamas, Oregon and IMS CAPITAL MANAGEMENT located in Clackamas, Oregon.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aaron has worked at 3 firms and has passed the Series 65 exam.

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.

ZJC, Inc.; Non-investment related; 10811 NE 88TH Street, Vancouver, WA, 98662, Tax related pass through entity for managing income and expense associated with my role with Pinnacle Wealth Advisors, Inc.; President; April 2019 - Present.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Jacob Christopherson'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: 2016

Experience

Current

June 28, 2012 - Present

PINNACLE WEALTH ADVISORS

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

RIA

CRD#: 117517

CLACKAMAS, OR

Current

October 26, 2025 - Present

IMS CAPITAL MANAGEMENT

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

RIA

CRD#: 105939

CLACKAMAS, OR

Past

January 12, 2024 - April 1, 2025

SECURITY FIRST ADVISORS

RIA

CRD#: 117502

CLACKAMAS, OR

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

Florida
(3/8/2023)

IAR

Oregon
(6/28/2012)

IAR

Texas
(5/10/2022)

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: 6/27/2012

Uniform Investment Adviser Law 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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Aaron J. Christopherson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Jacob Christopherson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE WEALTH ADVISORS

IMS CAPITAL MANAGEMENT

SECURITY FIRST ADVISORS

Primary Firm SEC Registration

PINNACLE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2012

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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