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AW

Arin B. Wesnitzer

PINNACLE WEST ASSET MANAGEMENT
Casper, WY 82601
Some features on this profile are disabled
CRD#: 7655028
AW

Professional summary

Arin B Wesnitzer is a registered financial advisor currently at PINNACLE WEST ASSET MANAGEMENT INC located in Casper, Wyoming.

Arin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Arin 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arin B Wesnitzer'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®
None

Experience

Current

December 20, 2022 - Present

PINNACLE WEST ASSET MANAGEMENT INC

Office #1: 152 N. Durbin Street Suite 400, Casper, WY 82601
RIA
CRD#: 106527
Casper, WY

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 WEST ASSET MANAGEMENT INC
PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527 / SEC#: 801-40271

RIA
Registered Investment Advisory firm - (11/26/1991 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
Wyoming
(12/20/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/2022
Uniform Investment Adviser Law Examination

Current Firm

PW
PINNACLE WEST ASSET MANAGEMENT INC
PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527 / SEC#: 801-40271

RIA
Registered Investment Advisory firm - (11/26/1991 Approved)
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Contact information

Main Address
152 N. Durbin Street Suite 400, Casper, WY 82601
Mailing Address
Po Box 51407, Casper, WY 82605
Phone number
(307) 235-3300
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE WEST ASSET MANAGEMENT ADV 2A (3/22/2025)

Regulatory assets under management

Total Number of Accounts221
AUM (Assets Under Management)$ 229,500,196

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

PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527Casper, WY 82601

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