Advisors at this firm
Chase L
Series 65
Denver, CO
Pinnacle Wealth Management, LLC
Chase Lederer is a financial advisor at Pinnacle Wealth Management, LLC in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Empower Retirement, Personal Capital Advisors Corporation, and California Statewide CDC. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and standalone financial planning services. The firm manages approximately $211 million in discretionary assets, offering portfolios with a range of investment types and employing both fundamental and technical analysis alongside long- and short-term strategies.
Kenyon L
CFP®, ChFC®, Series 63
Driggs, ID
Pinnacle Wealth Management, LLC
Kenyon Lederer is a CFP® and ChFC® with 33 years of industry experience. He is currently a financial advisor at Pinnacle Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments and Pinnacle Asset Management, Inc. He is also licensed to sell fixed life insurance and annuity contracts. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm manages approximately $211 million in assets, offering diversified portfolios and tailored account supervision that includes fundamental and technical analysis, with options for integrating outside managers and alternative investments.
Jack Z
Series 66
Roseville, CA
Pinnacle Wealth Management, LLC
Jack Zboralske is a financial advisor at Pinnacle Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Zboralske Investment Management, LLC, Pinnacle Asset Management, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, supporting local law enforcement through fundraising and anonymous tip line services. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and standalone financial planning. The firm manages approximately $211 million in discretionary assets and employs a mix of fundamental and technical analysis, long- and short-term strategies, and alternative investments tailored to client objectives.