Blake Alexander Rudolph
Investment adviser representative at Pinnacle Advisors
16 yearsExperience
1 stateRegistered in
$2.1BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Pinnacle AdvisorsMar 2026 to now
- Pinnacle Wealth Planning Services, Inc.Nov 2023 to Mar 2026
- W&s Brokerage ServicesSep 2021 to Nov 2023
- Western and Southern LifeJul 2021 to Nov 2023
- Door DashJun 2018 to Jul 2021
- Evans LandscapingJun 2010 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pinnacle Advisors
Legal name: Pinnacle Wealth Planning Services, Inc.
$2.1BAssets managed
1,088Clients
20Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7242855
- Firm CRD
- 106817