Steve Haug has been an investment adviser representative at Pinnacle Wealth Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners. Steve Haug holds a Bachelor of Science in Business Management from Whitworth College.
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.
Steve Haug is an investment adviser representative of Pinnacle Wealth Advisors and manages the firm's Rathdrum, Idaho branch. He has more than 30 years of experience in the securities industry, including 23 years in the brokerage and advisory industry before joining the firm. He helps clients with diversification and asset-allocation strategies.
Steve Haug’s longest registration was 22 years at Ims Capital Management (2003–2026). Before joining Pinnacle Wealth Advisors in 2026, Steve Haug was registered through Ims Capital Management and Metropolitan Financial Services, Inc.
- Pinnacle Wealth AdvisorsCurrent– present · under a yearRathdrum, ID · Adviser representative · Firm CRD 117517
- Ims Capital Management– · 22 yearsRathdrum, ID · Adviser representative · Firm CRD 105939
- Metropolitan Financial Services, Inc.– · 4 yearsVancouver, WA · Adviser representative · Firm CRD 116602
Investment adviser representative registrations
Steve Haug is registered as an investment adviser representative in Idaho, since March 2026.
- IdahoSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1995 |
| Series 7 | General Securities Representative Examination | 11 July 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steve Foster Haug
- CRD
- 2624111
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- Rathdrum, ID
- Registration
- Investment adviser registration
- In the industry since
- November 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Steve Haug work?
Steve Haug is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Steve Haug a financial advisor?
Yes. Steve Haug has a current investment-adviser registration in Idaho, through Pinnacle Wealth Advisors since March 2026.
How many years of experience does Steve Haug have?
Steve Haug has 30 years in the financial industry, since November 1995, across 3 adviser firms.
What exams has Steve Haug passed?
Steve Haug has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in July 1995.
Where did Steve Haug work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Steve Haug was registered through Metropolitan Financial Services, Inc., November 1999 to December 2003.
Where is Steve Haug based?
Steve Haug’s registered office is in Rathdrum, ID.
Is Steve Haug registered with FINRA?
No. Steve Haug has no current broker registration.
How can I verify Steve Haug’s record?
Search CRD 2624111 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steve Haug’s full registration record.
