Pinnacle Plus Wealth Management

Pinnacle Plus Wealth Management (CRD# 153896) is a financial advisory firm headquartered in Overland Park, KS. They manage $9,571,200 in 155 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $61,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
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.

CO, KS, MO

Financial Advisors at Pinnacle Plus Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
George T. Gille
CRD#: 6489758
11225 College Blvd., Suite 130, Overland Park, KS 66210
87
Wealthminder
score

George Gille (CRD# 6489758) is an Investment Advisor Representative working at Pinnacle Plus Wealth Management in Overland Park, KS and has 1 year of experience in the finance industry.

2
Tera L. Knauss
CRD#: 6533471
11225 College Blvd., Suite 130, Overland Park, KS 66210
87
Wealthminder
score

Tera Knauss (CRD# 6533471) is an Investment Advisor Representative working at Pinnacle Plus Wealth Management in Overland Park, KS and has 1 year of experience in the finance industry.

3
Matthew L. Walker
CRD#: 4874720
11225 College Blvd., Suite 130, Overland Park, KS 66210
68
Wealthminder
score

Matthew Walker (CRD# 4874720) is an Investment Advisor Representative working at Pinnacle Plus Wealth Management in Overland Park, KS and has over 11 years of experience in the finance industry.

4
Jeffry C. Tupper
CRD#: 2285619
11225 College Blvd., Suite 130, Overland Park, KS 66210
34
Wealthminder
score

Jeffry Tupper (CRD# 2285619) is an Investment Advisor Representative working at Pinnacle Plus Wealth Management in Overland Park, KS and has over 22 years of experience in the finance industry.

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