DK
Douglas P. Kintzinger
PINNACLE WEALTH ADVISORS
CLACKAMAS, OR 97015
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CRD#: 5852413
DK
Douglas Paul KintzingerPINNACLE WEALTH ADVISORS
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
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Paul Kintzinger'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®
NoneExperience
Current
March 12, 2026 - Present
PINNACLE WEALTH ADVISORS
Office #1: 9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015RIA
CRD#: 117517
CLACKAMAS, OR
Past
January 19, 2011 - August 24, 2026
IMS CAPITAL MANAGEMENT
RIA
CRD#: 105939
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".
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 - (6/7/2019 Approved)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)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(3/12/2026)
Exams
What does exam status mean?
State Security Law Exam
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 - (6/7/2019 Approved)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)Loading...
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
21
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,956 |
| AUM (Assets Under Management) | $ 549,709,723 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
