Pinnacle Investment Advisors

Pinnacle Investment Advisors (CRD# 108086) is a financial advisory firm headquartered in Tulsa, OK. They manage $542,023,838 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $1,548,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OK, TX

Financial Advisors at Pinnacle Investment Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Aimee N. Boyer
CRD#: 5920311
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
93
Wealthminder
score

Aimee Boyer (CRD# 5920311) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.

2
Gina R. Gray
CRD#: 5567838
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
93
Wealthminder
score

Gina Gray (CRD# 5567838) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 9 years of experience in the finance industry.

3
Robert B. Kramer
CRD#: 1934782
15 West 6th Street, Suite 2908, Tulsa, OK 74119
93
Wealthminder
score

Robert Kramer (CRD# 1934782) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.

4
David M. Poarch
CRD#: 1572445
15 West 6th Street, Suite 2401, Tulsa, OK 74119
93
Wealthminder
score

David Poarch (CRD# 1572445) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 30 years of experience in the finance industry.

5
William Shieh
CRD#: 4831944
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
93
Wealthminder
score

William Shieh (CRD# 4831944) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 7 years of experience in the finance industry.

6
Robert W. Moore
CRD#: 2602111
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
88
Wealthminder
score

Robert Moore (CRD# 2602111) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 2 years of experience in the finance industry.

7
Jochen K. Talmon
CRD#: 6401851
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
88
Wealthminder
score

Jochen Talmon (CRD# 6401851) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 3 years of experience in the finance industry.

8
Thomas W. Hayes
CRD#: 1572344
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
18
Wealthminder
score

Thomas Hayes (CRD# 1572344) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.