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Douglas Paul Kintzinger

PINNACLE WEALTH ADVISORS

CLACKAMAS, OR

·CRD# 5852413·15 years experience

Professional Summary

Douglas Paul Kintzinger is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Clackamas, Oregon. Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Douglas has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

PINNACLE WEALTH ADVISORS·CRD# 117517

RIA

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015

March 12, 2026 - Present

IMS CAPITAL MANAGEMENT·CRD# 105939

RIA

Clackamas, OR

January 19, 2011 - August 24, 2026

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Current Firm

PW

PINNACLE WEALTH ADVISORS

BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763

RIA

Registered Investment Advisory firm - SEC (6/7/2019 Approved)

Washington

Registered Investment Advisory firm - Washington (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).

Contact Information

Main Address

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015

Phone Number

(503) 654-5100

# of Employees

21

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE WEALTH ADVISORS, LLC - FORM ADV 2A FIRM BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,956

AUM (Assets Under Management)

$549,709,723

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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.

HAMPTON AFFILIATES (NON INVESTMENT-RELATED) 9600SW BARNES RD, STE 200, PORTLAND, OR 97225 LUMBER PRODUCER BOARD OF DIRECTORS JAN 2006-PRESENT 6 HOURS DEVOTED, 4 DURING TRADING HOURS PER MONTH DIRECTOR; SELF EMPLOYED (NON INVESTMENT-RELATED) LAKE OSWEGO, OR CONSULTANT OCT 2021-PRESENT 40-50 HOURS DEVOTED. 30-40 DURING TRADING HOURS PER MONTH; NEXTJOB, INC. (NON INVESTMENT-RELATED) LAKE OSWEGO, OR JOB PLACEMENT COMPANY BOARD MEMBER 2010-PRESENT 2-3 HOURS DEVOTED, 1-2 HOURS DURING TRADING HOURS PER QUARTER; Count Forward (NON INVESTMENT-RELATED) PORTLAND, OR ADVERTISING AND MARKETING COMPANY MINORITY OWNER, BOARD MEMBER APRIL 2026-PRESENT 3-4 HOURS DEVOTED, 2-3 HOURS DURING TRADING HOURS PER QUARTER; LIGHTSPEED TECHNOLOGIES (NON-INVESTMENT RELATED) TUALATIN, OR EDUCATIONAL AUDIO ENHANCEMENT TECHNOLOGY COMPANY BOARD MEMBER APRIL 2026 - PRESENT 3-4 HOURS PER QUARTER DEVOTED; 2-3 DURING TRADING HOURS PER QUARTER; STRAND THEATER (NON-INVESTMENT RELATED) GRINNELL, IOWA MOVIE THEATER BOARD MEMBER JANUARY 2025 - PRESENT 1-2 HOURS PER QUARTER DEVOTED; 0-1 DURING TRADING HOURS PER QUARTER; IMAGE FIRST OF IOWA (NON-INVESTMENT RELATED) GRINNELL, IOWA SIGN MANUFACTURER BOARD ADVISOR NOVEMBER 2025 TO PRESENT LESS THAN 2 DAYS PER YEAR DEVOTED, 3-4 DURING TRADING HOURS PER YEAR; CONFLUENCE KLAMATH FALLS LLC (NON-INVESTMENT RELATED) KLAMATH FALLS, OREGON PRIVATE REAL ESTATE INVESTMENT COMPANY 2022 TO PRESENT MINORITY INVESTOR 5-10 HOURS PER WEEK DEVOTED; 3-4 DURING TRADING HOURS PER WEEK; ASSIST MAJORITY OWNERS ON UNPAID BASIS; HOFFS HOMESTEAD (NON-INVESTMENT RELATED) MCMINNVILLE, OREGON LODGING/EVENT SPACE COMPANY 2025 TO PRESENT SPOUSE IS MINORITY OWNER NO TIME DEVOTED BIAGGI'S (NON-INVESTMENT RELATED) BLOOMINGTON, ILLINOIS PRIVATE RESTAURANT BUSINESS MINORITY INVESTOR 2021 - PRESENT NO TIME DEVOTED TANZEL (NON-INVESTMENT RELATED) CALIFORNIA BASED TECHNOLOGY COMPANY MINORITY INVESTOR 2014 - PRESENT NO TIME DEVOTED

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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".

PW

PINNACLE WEALTH ADVISORS

BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763

RIA

Registered Investment Advisory firm - SEC (6/7/2019 Approved)

Washington

Registered Investment Advisory firm - Washington (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.

IAR

Oregon
(3/12/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2011About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Douglas Paul Kintzinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DK

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