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Belser Pinnacle Financial Advisors
Belser Pinnacle Financial Advisors, LLC is a state-registered investment adviser in Bellefontaine, OH. It has one employee and one investment adviser.
Overview
Belser Pinnacle Financial Advisors, LLC is a state-registered investment adviser in Bellefontaine, OH. It has one employee and one investment adviser. The firm is based in Ohio.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Bellefontaine
Corporate office
New York, NY, United States
Principals
Casey Belser
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Belser Pinnacle?
Casey Belser is the CEO and the named investment adviser representative associated with Belser Pinnacle Financial Advisors. Investment decisions appear to rest with Casey Belser. No additional investment committee members, portfolio managers, or external sub-advisors have been publicly identified.
What is Belser Pinnacle's known posture on fiduciary duty?
As a registered investment advisor, Belser Pinnacle operates under a federally mandated fiduciary duty to act in its clients' best interests. This is a structural commitment that distinguishes RIAs from broker-dealers operating under the less stringent suitability standard. The firm's exact fiduciary policies and how they are disclosed to clients are not publicly available.
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