Pinnacle Family Advisors, LLC

Pinnacle Family Advisors, LLC (CRD# 145628) is a financial advisory firm headquartered in Springfield, MO. They manage $127,440,943 in 862 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $147,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Pinnacle Family Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Michael T. Vaughn
CRD#: 4140495
620 W. Republic Road, Suite 104, Springfield, MO 65807
96
Wealthminder
score

Michael Vaughn (CRD# 4140495) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 16 years of experience in the finance industry. Michael Vaughn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul T. Carroll
CRD#: 2229563
620 W. Republic Road, Suite 104, Springfield, MO 65807
93
Wealthminder
score

Paul Carroll (CRD# 2229563) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 16 years of experience in the finance industry.

3
Charles T. Kohout
CRD#: 5445411
620 W. Republic Road, Suite 104, Springfield, MO 65807
93
Wealthminder
score

Charles Kohout (CRD# 5445411) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 6 years of experience in the finance industry.

4
Brian C. McCracken
CRD#: 4570232
620 W. Republic Road, Suite 104, Springfield, MO 65807
93
Wealthminder
score

Brian McCracken (CRD# 4570232) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 14 years of experience in the finance industry.

5
Ronald S. McCurry
CRD#: 2873002
620 W. Republic Road, Suite 104, Springfield, MO 65807
93
Wealthminder
score

Ronald McCurry (CRD# 2873002) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 19 years of experience in the finance industry.

6
Dennis E. Nichols
CRD#: 821580
620 W. Republic Road, Suite 104, Springfield, MO 65807
93
Wealthminder
score

Dennis Nichols (CRD# 821580) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 29 years of experience in the finance industry.

7
Steven L. Strobel
CRD#: 4526466
620 W. Republic Road, Suite 104, Springfield, MO 65807
93
Wealthminder
score

Steven Strobel (CRD# 4526466) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 14 years of experience in the finance industry.

8
Janet S. Hudson
CRD#: 6043584
620 W. Republic Road, Suite 104, Springfield, MO 65807
90
Wealthminder
score

Janet Hudson (CRD# 6043584) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 5 years of experience in the finance industry.

9
Joel S. Pearson
CRD#: 4693433
620 W. Republic Road, Suite 104, Springfield, MO 65807
83
Wealthminder
score

Joel Pearson (CRD# 4693433) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 12 years of experience in the finance industry.

10
Geoffrey G. Russell
CRD#: 4962089
620 W. Republic Road, Suite 104, Springfield, MO 65807
83
Wealthminder
score

Geoffrey Russell (CRD# 4962089) is an Investment Advisor Representative working at Pinnacle Family Advisors, LLC in Springfield, MO and has over 11 years of experience in the finance industry.

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