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Kory J Wiita

Chief Compliance OfficerPinnacle Wealth Planning Services, Inc.CRD 7464143

About Kory J Wiita

Kory J Wiita is listed as Chief Compliance Officer at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Pinnacle Wealth Planning Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kory J Wiita work?

Kory J Wiita is listed as Chief Compliance Officer at Pinnacle Wealth Planning Services, Inc. on SEC Form ADV.

How much of Pinnacle Wealth Planning Services, Inc. does Kory J Wiita own?

Form ADV reports a beneficial ownership band of Under 5%.

Pinnacle Wealth Planning Services, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025