Tyler Nagel has been an investment adviser representative at Pinnacle Wealth Advisors since February 2016, and is not listed among the firm’s executive officers or direct owners. Tyler Nagel holds a Bachelor of Science in Journalism and Communication from the University of Oregon.
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.
Tyler Nagel is an investment adviser representative of Pinnacle Wealth Advisors. He began his career in financial planning in 1995. Before joining Pinnacle he was President of Financial Techniques, Inc. in Portland, Oregon for 15 years and worked for NW Tax & Wealth Advisory Group, Inc.
Tyler Nagel’s longest registration is the current one, 10 years at Pinnacle Wealth Advisors since 2016. Before joining Pinnacle Wealth Advisors in 2016, Tyler Nagel was registered through NW Tax & Wealth Advisory Group, Inc. and Global Financial Private Capital, LLC.
- Pinnacle Wealth AdvisorsCurrent– present · 10 yearsClackamas, OR · Adviser representative · Firm CRD 117517
- NW Tax & Wealth Advisory Group, Inc.– · 2 yearsClackamas, OR · Adviser representative · Firm CRD 148315
- Global Financial Private Capital, LLC– · 2 yearsPortland, OR · Adviser representative · Firm CRD 132070
- Pacific West Financial Consultant Inc– · under a yearPortland, OR · Adviser representative · Firm CRD 108728
Investment adviser representative registrations
Tyler Nagel is registered as an investment adviser representative in Texas, as a resident of Texas, since December 2024.
- TexasResidentSince 3 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Tyler Joseph Nagel
- CRD
- 2809731
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 9200 SE SUNNYBROOK BOULEVARD, SUITE 170, Clackamas, OR 97015
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Tyler Nagel work?
Tyler Nagel is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Nagel a financial advisor?
Yes. Tyler Nagel has a current investment-adviser registration in Texas, through Pinnacle Wealth Advisors since February 2016.
How many years of experience does Tyler Nagel have?
Tyler Nagel has 15 years in the financial industry, since March 2011, across 4 adviser firms.
What exams has Tyler Nagel passed?
Tyler Nagel has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in November 1996.
Where did Tyler Nagel work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Tyler Nagel was registered through NW Tax & Wealth Advisory Group, Inc., October 2013 to February 2016; Global Financial Private Capital, LLC, September 2011 to October 2013; Pacific West Financial Consultant Inc, February 2002 to August 2002.
Where is Tyler Nagel based?
Tyler Nagel’s registered office is in Clackamas, OR.
Is Tyler Nagel registered with FINRA?
No. Tyler Nagel has no current broker registration.
How can I verify Tyler Nagel’s record?
Search CRD 2809731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Nagel’s full registration record.
