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Karen H

Series 65

Dyersburg, TN

Pinnacle Wealth Management, LLC

Karen House is a Series 65-licensed financial advisor with 13 years of industry experience. She has worked at Pinnacle Wealth Management, LLC since 2016. Pinnacle Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and selection of third-party investment advisers to individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to tailor asset allocation and investment recommendations, managing approximately $95 million across about 139 client relationships.

General retirement planning Cash flow / budgeting
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Jeff R

Series 63, Series 65

Dyersburg, TN

Pinnacle Wealth Management, LLC

Jeff Rummells is a financial advisor with Pinnacle Wealth Management, LLC in Dyersburg, TN. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior work includes 17 years at Tanje Tool. Pinnacle Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and third-party investment adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves individual and high-net-worth clients, managing about $95 million across approximately 139 client relationships.

General retirement planning Cash flow / budgeting
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