Aaron Christopherson has been President of Pinnacle Wealth Advisors since September 2019, is a control person of the firm and directly owns under 5% of it. Aaron Christopherson holds a Bachelor of Science in Business from Washington State University.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Aaron Christopherson is Managing Partner of Pinnacle Wealth Advisors. Before joining the firm he ran his own business, focused on the real estate and financing arenas. He works on investment selection, personalized planning and financial problem solving for individuals, families and businesses.
Aaron Christopherson’s longest registration is the current one, 14 years at Pinnacle Wealth Advisors since 2012.
- Ims Capital Management– · under a yearClackamas, OR · Adviser representative · Firm CRD 105939
- Security First Advisors– · 1 yearClackamas, OR · Adviser representative · Firm CRD 117502
Professional designations
Listed by Pinnacle Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Aaron Christopherson is registered as an investment adviser representative in Texas, since May 2022.
- TexasSince 10 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aaron Jacob Christopherson
- CRD
- 5289850
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Role
- President
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Aaron Christopherson work?
Aaron Christopherson has been President of Pinnacle Wealth Advisors, LLC since September 2019, and is a control person of the firm.
Is Aaron Christopherson a financial advisor?
Yes. Aaron Christopherson has a current investment-adviser registration in Texas, through Pinnacle Wealth Advisors since June 2012.
How many years of experience does Aaron Christopherson have?
Aaron Christopherson has 14 years in the financial industry, since June 2012, across 3 adviser firms.
What exams has Aaron Christopherson passed?
Aaron Christopherson passed the Series 65 in June 2012.
Is Aaron Christopherson registered with FINRA?
No. Aaron Christopherson has no current broker registration.
Is Aaron Christopherson a CFP?
Pinnacle Wealth Advisors lists Aaron Christopherson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Aaron Christopherson’s record?
Search CRD 5289850 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Christopherson’s full registration record.
