Advisors at this firm
Christopher M
Series 63, Series 65
Clackamas, OR
Ims Capital Management
Christopher Magana is a financial advisor at Ims Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ims Capital Management since 2015, also working briefly at Pinnacle Wealth Advisors LLC. Outside of his advisory role, he serves as an adjunct professor at local universities, teaching finance and investment courses. Ims Capital Management is an SEC-registered advisory firm managing approximately $407 million in assets with a six-advisor team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies, offering financial planning, portfolio and wealth management, pension consulting, and mutual fund management through fundamental and quantitative investment strategies.
Aaron C
CFP®, Series 65
Fort Worth, TX
Ims Capital Management
Aaron Christopherson is a CFP® with 13 years of industry experience and currently serves at IMS Capital Management. He has held roles at Security First Advisors and Pinnacle Wealth Advisors, where he has been involved for over a decade. Christopherson is also president of ZJC Inc., a tax-related entity connected to his work with Pinnacle Wealth Advisors. IMS Capital Management is an SEC-registered firm managing approximately $407 million in assets with a six-advisor team. The firm serves individuals, pension plans, charitable organizations, insurance companies, and investment companies, offering financial planning, portfolio management, pension consulting, and operates mutual funds alongside educational seminars and newsletters.
Douglas K
Series 65
Clackamas, OR
Ims Capital Management
Douglas Kintzinger is a financial advisor at Pinnacle Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Pacific Seafood and Ims Capital Management. Outside of his advisory role, Kintzinger serves on the boards of several non-investment-related companies, including a lumber producer, a job placement firm, and an advertising and marketing company. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, alternative investments, and option strategies.
Carl M
Series 63
Portland, OR
Ims Capital Management
Carl Marker is a financial advisor with Pinnacle Wealth Advisors in Portland, OR, holding a Series 63 designation and 37 years of industry experience. He previously worked at IMS Capital Management from 1988 until 2025 before joining Pinnacle Wealth Advisors. Outside of advising, Carl is involved in managing a small residential property business. Pinnacle Wealth Advisors is an SEC-registered team advisory firm serving approximately 790 clients with discretionary portfolio management, financial planning, and retirement-plan consulting, offering diversified investment strategies and customized plans.
Daniel B
Series 66
Jacksonville, OR
Ims Capital Management
Daniel Belica is a financial advisor at IMS Capital Management with 21 years of industry experience. He holds the Series 66 designation and has been with IMS Capital Management since 2014, also working briefly at Pinnacle Wealth Advisors, LLC. IMS Capital Management is an SEC-registered advisory firm managing approximately $407 million in assets with a six-advisor team. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies, offering financial planning, portfolio management, pension consulting, and mutual fund operations.
Steve H
Series 63, Series 65
Rathdrum, ID
Ims Capital Management
Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinnacle Wealth Advisors since 2026, having previously worked at Ims Capital Management since 2003. Outside of finance, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an SEC-registered team advisory firm managing approximately $461 million for around 790 clients. The firm offers discretionary portfolio management, written financial planning, and retirement-plan consulting, utilizing diversified investment strategies and a web-based planning tool to support client recommendations.
Brian T
Series 65
Clackamas, OR
Ims Capital Management
Brian Timm is a financial advisor at IMS Capital Management with a Series 65 credential and three years of industry experience. His prior work includes roles at Pinnacle Wealth Advisors, Security First Advisors, and a long tenure at Kaiser Permanente. IMS Capital Management is an SEC-registered firm managing approximately $407 million in assets with a six-advisor team serving individuals, pension plans, charitable organizations, insurance companies, and investment companies. The firm offers financial planning, portfolio and wealth management, pension consulting, and operates mutual funds, using fundamental and quantitative analysis across multiple investment strategies.