Kory J Wiita
Investment adviser representative at Pinnacle Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
12 years in the industry.
- Pinnacle AdvisorsApr 2022 to now
- Pinnacle Wealth Planning Services, Inc.Nov 2019 to Apr 2022
- Medina County Procosecutor's OfficeAug 2017 to Nov 2019
- NoneJun 2017 to Jul 2017
- Progressive InsuranceJun 2016 to May 2017
- Case Western Reserve UniversityJul 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7464143
- Firm CRD
- 106817