Pinnacle Financial Group LLC

Pinnacle Financial Group LLC (CRD# 116600) is a financial advisory firm headquartered in Western Springs, IL. They manage $230,300,000 in 655 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $351,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, CO, IL, IN, MI, NE, NH, TX

Financial Advisors at Pinnacle Financial Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Daniel B. Fitzgerald
CRD#: 5322909
823 Burlington Avenue, Western Springs, IL 60558
96
Wealthminder
score

Daniel Fitzgerald (CRD# 5322909) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 10 years of experience in the finance industry. Daniel Fitzgerald 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
Martin E. Gallagher
CRD#: 1257398
823 Burlington Avenue, Western Springs, IL 60558
96
Wealthminder
score

Martin Gallagher (CRD# 1257398) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 28 years of experience in the finance industry.

3
James J. Stork
CRD#: 4205762
823 Burlington Avenue, Western Springs, IL 60558
96
Wealthminder
score

James Stork (CRD# 4205762) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 17 years of experience in the finance industry. James Stork 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.

4
Larry A. Uitermarkt
CRD#: 1136958
823 Burlington Avenue, Western Springs, IL 60558
96
Wealthminder
score

Larry Uitermarkt (CRD# 1136958) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 33 years of experience in the finance industry. Larry Uitermarkt 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.

5
Lauren J. Hunt
CRD#: 5404558
823 Burlington Avenue, Western Springs, IL 60558
90
Wealthminder
score

Lauren Hunt (CRD# 5404558) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 3 years of experience in the finance industry.

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