Ronald Wilkinson has been an investment adviser representative at Pinnacle Wealth Advisors since February 2024, 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.
Ron Wilkinson is an investment adviser representative of Pinnacle Wealth Advisors. He has been in practice since 1981. He has served as president and chair of the board of the Oregon Society of the Institute of Certified Financial Planners and on the national education committee for the Financial Planning Association, and has taught financial management courses at institutions and corporations in the Northwest.
Ronald Wilkinson’s longest registration was 27 years at Security First Advisors (1997–2025). Before joining Pinnacle Wealth Advisors in 2024, Ronald Wilkinson was registered through Security First Advisors.
- Pinnacle Wealth AdvisorsCurrent– present · 2 yearsPortland, OR · Adviser representative · Firm CRD 117517
- Security First Advisors– · 27 yearsPortland, OR · Adviser representative · Firm CRD 117502
Professional designations
Listed by Pinnacle Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Financial Transitionist® (CeFT®)
Investment adviser representative registrations
Ronald Wilkinson is registered as an investment adviser representative in 2 states. Each was approved in February 2024.
- TexasSince 9 February 2024
- WashingtonSince 9 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 1994 |
| Series 24 | General Securities Principal Examination | 11 December 1989 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
| Series 22 | Direct Participation Programs Representative Examination | 22 July 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 June 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ronald Everett Wilkinson
- CRD
- 1050160
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 12703 SW 67th Avenue, Portland, OR 97223
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Ronald Wilkinson work?
Ronald Wilkinson is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Wilkinson a financial advisor?
Yes. Ronald Wilkinson has a current investment-adviser registration in Texas and Washington, through Pinnacle Wealth Advisors since February 2024.
How many years of experience does Ronald Wilkinson have?
Ronald Wilkinson has 29 years in the financial industry, since July 1997, across 2 adviser firms.
What exams has Ronald Wilkinson passed?
Ronald Wilkinson has passed 6 licensing exams: the Series 63, Series 6, Series 22, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in June 1982.
Where is Ronald Wilkinson based?
Ronald Wilkinson’s registered office is in Portland, OR.
Is Ronald Wilkinson registered with FINRA?
No. Ronald Wilkinson has no current broker registration.
Is Ronald Wilkinson a CFP?
Pinnacle Wealth Advisors lists Ronald Wilkinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ronald Wilkinson’s record?
Search CRD 1050160 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Wilkinson’s full registration record.
