Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
44yrs
Ronald Everett Wilkinson
Financial advisor at Pinnacle Wealth Advisors
At a glance
Experience44 years (since 1982)
How that compares ?Top advisor by experience at Pinnacle Wealth Advisors
Office12703 SW 67th Avenue, Portland, OR 97223
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Pinnacle Wealth Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowPinnacle Wealth AdvisorsCurrent firm
- 1997 – 2025Security First AdvisorsPreviously
Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ronald
How do I contact Ronald?
Call Pinnacle Wealth Advisors at 503-654-5100 and ask for Ronald Everett Wilkinson. Ronald works from the Portland, OR office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 1982, about 44 years. Top advisor by experience at Pinnacle Wealth Advisors.
What licenses does Ronald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
Pinnacle Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ronald for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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