A complete list of active advisors currently associated with Pinnacle Financial Group LLC
Warmer can help you find a great advisor at Pinnacle Financial Group LLC or one who fits your needs even better.
Pinnacle Financial Group LLC is a fee‑only registered investment adviser that manages roughly $673 million for about 390 clients, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers personalized financial planning and both discretionary and non‑discretionary investment management, and it advises on assets maintained outside a primary custodian such as variable life insurance and annuity contracts, employer‑sponsored retirement plans, and 529 college‑savings plans. The firm’s investment process draws on a mix of fundamental, factor, optimization and quantitative methods alongside modern portfolio theory to construct and rebalance portfolios tailored to client goals and risk tolerances, and it may recommend or retain third‑party sub‑advisers to manage portions of client accounts. Financial planning is delivered in a modular, consultative format beginning with a complimentary initial consultation and follow‑up meetings as needed; the firm may waive or offset planning fees for clients who engage its investment management services. Pinnacle is notable for its ownership and governance structure—each of two separate single‑member LLCs (Albatross41, LLC and ThreePillars Assets, LLC) owns 50% of the firm and managing members are disclosed—and for its long operating history dating back to 1989. The brochure also discloses relationships with major custodians (Schwab and Fidelity) that provide institutional services and benefits to the firm, and the firm does not accept performance‑based fees or vote client proxies (clients receive proxy materials directly from their custodians).
To learn more about the advisors currently working at Pinnacle Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Western Springs, IL
| 14
| |
Western Springs, IL
| 20
| |
Western Springs, IL
| 21
| |
Western Springs, IL
| 25
|
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