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Verdayne Lee Wendling

Pinnacle Advisors

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About Verdayne Lee Wendling

Verdayne Lee Wendling is an investment advisor representative at Pinnacle Advisors. Verdayne is registered with the state of Ohio and has been in the industry since 1997. Verdayne has a Series 7 license and holds the Certified Financial Planner designation. Verdayne has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Verdayne provides financial planning, pension consulting, selection of other advisors, and portfolio management services. Verdayne's primary office is located in Mansfield, Ohio.

Firm Information

Verdayne Wendling is currently registered with Pinnacle Advisors. Pinnacle Advisors is an investment advisor headquartered in Mansfield, OH. The firm manages approximately $1.73 billion in regulatory assets under management and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. They serve a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
Pinnacle Advisors

6 WEST 3RD ST.

MANSFIELD, OH 44902

$1.73B

Assets Under Management

40

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Verdayne Wendling’s Registration & Firm History

OH

02/26/2007 - Present

Pinnacle Advisors (MANSFIELD OH)

CA

09/11/2000 - 04/11/2006

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

OH

01/28/1998 - 09/11/2000

VESTAX SECURITIES CORPORATION (HUDSON OH)

MN

05/08/1997 - 01/03/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/08/1997 - 01/03/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Verdayne Lee Wendling.
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