AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DS

Doris I. Schroeder

PINNACLE WEALTH ADVISORS
CLACKAMAS, OR 97015
CRD#: 8244672
Some features on this profile are disabled
DS
Doris Irene SchroederPINNACLE WEALTH ADVISORS

Professional summary

Doris Irene Schroeder, who also goes by Doris Irene Thomas, is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Clackamas, Oregon.

Doris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Doris has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Doris Irene Thomas

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 Doris Irene Schroeder'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 11, 2026 - Present

PINNACLE WEALTH ADVISORS

Office #1: 9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015
RIA
CRD#: 117517
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
(6/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2025
Securities Industry Essentials Examination

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
14

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 Accounts2,644
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.

Company Information

PINNACLE WEALTH ADVISORS

CRD#: 117517Clackamas, OR 97015

TRUST BUT VERIFY

Monitor Doris Schroeder

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
VANCOUVER, WA
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
VANCOUVER, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.