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 5 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 8 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 21 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 6 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 1 year 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 2 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 19 years of experience in the finance industry.

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