Unclaimed Profile

Kenyon Lloyd Lederer

PINNACLE WEALTH MANAGEMENT, LLC·ROSEVILLE, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOCFP ChFCClean record27 years registeredPINNACLE WEALTH MANAGEMENT, LLC

2999 DOUGLAS BLVD, ROSEVILLE, CA 95661CRD# 2275241Firm CRD# 315578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenyon Lloyd Lederer · ROSEVILLE, CA

Registration

CRD #2275241 · PINNACLE WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Jul 2026 – present

PINNACLE WEALTH MANAGEMENT, LLC

Sep 2021 – present

PURSHE KAPLAN STERLING INVESTMENTS

Nov 2013 – present

PINNACLE ASSET MANAGEMENT, INC.

Nov 2013 – Oct 2021

ROSEVILLE, CA

INVEST FINANCIAL CORPORATION

Oct 2007 – Nov 2013

ROSEVILLE, CA

SECURITIES AMERICA ADVISORS, INC.

Jan 2004 – Mar 2010

ROSEVILLE, CA

PINNACLE ASSET MANAGEMENT, INC.

Feb 1999 – Dec 2003

ROSEVILLE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · February 23, 1999

Years registered · 27

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE WEALTH MANAGEMENT, LLC

CRD 315578 · SEC 801-122002

AUM

$159M

Regulatory assets under management

Employees

708 client accounts

Services offered by PINNACLE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kenyon Lloyd Lederer offer?

Kenyon Lloyd Lederer specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.

What are Kenyon Lloyd Lederer's credentials?

Kenyon Lloyd Lederer holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kenyon Lloyd Lederer located?

Kenyon Lloyd Lederer is based in ROSEVILLE, California, working with PINNACLE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Kenyon Lloyd Lederer charge for services?

Kenyon Lloyd Lederer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE WEALTH MANAGEMENT, LLC?

PINNACLE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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