AdFi
MA

Mark Allen Wojno

Investment Adviser Representative at PINNACLE WEALTH MANAGEMENT, INC.

Brighton, MICRD #5623841Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Allen Wojno has worked in the securities industry since 2009. They are registered to provide investment advisory services in Florida and Michigan.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaMichigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/3/2009
Series 65
Uniform Investment Adviser Law Examination
Passed 11/18/2008
SIE
Securities Industry Essentials Examination
Passed 10/19/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/3/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.60%
$500,001 to $1,000,0001.40%
$1,000,001 to $2,000,0001.20%
Over $2,000,0001.00%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Pinnacle Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PINNACLE WEALTH MANAGEMENT, INC.Current
5/8/2013Brighton, MI
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
8/30/201210/19/2016Brighton, MI
FORESTERS EQUITY SERVICES, INC.
11/19/20108/30/2012Farmington Hills, MI

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PINNACLE WEALTH MANAGEMENT, INC.

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View PINNACLE WEALTH MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Allen Wojno has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Mark Allen Wojno - Financial Advisor in Brighton, MI | AdvisorFinder