Pinnacle Investment Advisors

Pinnacle Investment Advisors (CRD# 108086) is a financial advisory firm headquartered in Tulsa, OK. They manage $411,656,044 in 440 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $935,582
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
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Pinnacle Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Aimee N. Boyer
CRD#: 5920311
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120

Aimee Boyer (CRD# 5920311) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 12 years of experience in the finance industry.

2
Joel B. Kantor
CRD#: 714198
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120

Joel Kantor (CRD# 714198) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 41 years of experience in the finance industry.

3
Robert B. Kramer
CRD#: 1934782
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120

Robert Kramer (CRD# 1934782) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.

4
Robert W. Moore
CRD#: 2602111
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120

Robert Moore (CRD# 2602111) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 9 years of experience in the finance industry.

5
David M. Poarch
CRD#: 1572445
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120

David Poarch (CRD# 1572445) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 37 years of experience in the finance industry.

6
Jayme D. Fowler
CRD#: 1307298
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120

Jayme Fowler (CRD# 1307298) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 39 years of experience in the finance industry.

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