Mark Wojno has been an investment adviser representative at Pinnacle Wealth Management Partners since May 2013, and is not listed among the firm’s executive officers or direct owners. Mark Wojno holds a BBA in Accounting from Eastern Michigan University.
Pinnacle Wealth Management Partners, Inc. is a Brighton, MI firm with $118M under management, 271 clients and 4 advisers in one office, as of its March 2026 filing.
Mark Wojno is an Investment Advisor Representative of Pinnacle Wealth Management. His career includes positions in public accounting with local and regional accounting firms. He founded Mark Wojno and Associates, a public accounting and tax preparation firm, and Diversified Mortgage Service, a mortgage brokerage firm, along with a financial services firm providing insurance, investments and consultation services.
Mark Wojno’s longest registration is the current one, 13 years at Pinnacle Wealth Management Partners since 2013. Before joining Pinnacle Wealth Management Partners in 2013, Mark Wojno was registered through Berthel Fisher & Company Financial Services, Inc. and Foresters Equity Services, Inc.
- – present · 13 yearsBrighton, MI · Adviser representative · Firm CRD 166853
- Berthel Fisher & Company Financial Services, Inc.– · 4 yearsBrighton, MI · Adviser representative · Firm CRD 13609
- Foresters Equity Services, Inc.– · 1 yearFarmington Hills, MI · Adviser representative · Firm CRD 18464
Professional designations
Listed by Pinnacle Wealth Management Partners
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Mark Wojno is registered as an investment adviser representative in 2 states. The first approvals date from May 2013; the most recent is Florida, in December 2015.
- FloridaSince 16 December 2015
- MichiganSince 8 May 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 October 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Allen Wojno
- CRD
- 5623841
- Firm
- Pinnacle Wealth Management Partners · CRD 166853
- Office
- 7600 GRAND RIVER, SUITE 220, Brighton, MI 48114
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pinnaclewealthonline.com
Where does Mark Wojno work?
Mark Wojno is an investment adviser representative registered through Pinnacle Wealth Management Partners, Inc. since May 2013, and is not listed among the firm’s executive officers or direct owners.
Is Mark Wojno a financial advisor?
Yes. Mark Wojno has a current investment-adviser registration in Florida and Michigan, through Pinnacle Wealth Management Partners since May 2013.
How many years of experience does Mark Wojno have?
Mark Wojno has 17 years in the financial industry, since October 2009, across 3 adviser firms.
What exams has Mark Wojno passed?
Mark Wojno has passed 3 licensing exams: the Series 65, Series 63 and Series 6. The earliest, the Series 65, was passed in November 2008. FINRA credited Mark Wojno with the SIE, which began in October 2018.
Where did Mark Wojno work before Pinnacle Wealth Management Partners?
Before Pinnacle Wealth Management Partners, Mark Wojno was registered through Foresters Equity Services, Inc., November 2010 to August 2012.
Where is Mark Wojno based?
Mark Wojno’s registered office is in Brighton, MI.
Is Mark Wojno registered with FINRA?
No. Mark Wojno has no current broker registration.
How can I verify Mark Wojno’s record?
Search CRD 5623841 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Wojno’s full registration record.