Pinnacle Financial Group LLC

Pinnacle Financial Group LLC (CRD# 116600) is a financial advisory firm headquartered in Western Springs, IL. They manage $499,745,312 in 1,026 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $487,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, LA, MI, NE, OH, TX

Financial Advisors at Pinnacle Financial Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel B. Fitzgerald
CRD#: 5322909
823 Burlington Avenue, Western Springs, IL 60558

Daniel Fitzgerald (CRD# 5322909) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 16 years of experience in the finance industry.

2
Vincent Harambasic
CRD#: 4992961
823 Burlington Avenue, Western Springs, IL 60558

Vincent Harambasic (CRD# 4992961) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 18 years of experience in the finance industry.

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

James Stork (CRD# 4205762) is an Investment Advisor Representative working at Pinnacle Financial Group LLC in Western Springs, IL and has over 23 years of experience in the finance industry.

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