Doris Schroeder has been an investment adviser representative at Pinnacle Wealth Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- Pinnacle Wealth AdvisorsCurrent– present · under a yearClackamas, OR · Adviser representative · Firm CRD 117517
Investment adviser representative registrations
Doris Schroeder is registered as an investment adviser representative in Oregon, since June 2026.
- OregonSince 11 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 June 2026 |
| SIE | Securities Industry Essentials Examination | 17 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Doris Irene Schroeder
- CRD
- 8244672
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Doris Schroeder work?
Doris Schroeder is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Doris Schroeder a financial advisor?
Yes. Doris Schroeder has a current investment-adviser registration in Oregon, through Pinnacle Wealth Advisors since June 2026.
How many years of experience does Doris Schroeder have?
Doris Schroeder has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Doris Schroeder passed?
Doris Schroeder has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Doris Schroeder based?
Doris Schroeder’s registered office is in Clackamas, OR.
Is Doris Schroeder registered with FINRA?
No. Doris Schroeder has no current broker registration.
How can I verify Doris Schroeder’s record?
Search CRD 8244672 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Doris Schroeder’s full registration record.
