Michael A. Musco

PINNACLE WEALTH ADVISORS

Bend, OR 97702

Some features on this profile are disabled

CRD#: 7834991

Professional summary

Michael Aaron Musco, who also goes by Michael Aaron Conklin, is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Bend, Oregon.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Michael Aaron Conklin

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 Michael Aaron Musco'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

June 15, 2026 - Present

PINNACLE WEALTH ADVISORS

Office #1: 300 Se Reed Market Rd., Ste 255, Bend, OR 97702

RIA

CRD#: 117517

Bend, OR

Past

November 28, 2023 - May 27, 2026

EQUILUS GROUP INC

RIA

CRD#: 300142

Bend, 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

Oregon
(6/15/2026)

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

State Security Law Exam

IAR

Series 65

Date: 11/9/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/6/2023

Securities Industry Essentials 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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE WEALTH ADVISORS, LLC - FORM ADV 2A FIRM BROCHURE (10/16/2025)

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.

Similar Advisors

Steven Chase

OSAIC WEALTH, INC.

BELGRADE, MT

Edward Carpenter

UNION CAPITAL COMPANY

IAR

Lake Placid, FL

Christopher Carreon

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael A. Musco

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Aaron Musco's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE WEALTH ADVISORS

EQUILUS GROUP INC

Primary Firm SEC Registration

PINNACLE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2023

SIE

Date: 12/6/2023

Current Firm

PINNACLE WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNACLE WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors