Broker Check


Pinnacle Planning Advisors, LLC is a registered investment advisory firm in the state of Illinois, located in Evanston, Illinois. Pinnacle Planning Advisors and its representatives are in compliance with current registration and/or filing notice requirements imposed upon Illinois State Registered Investment Advisors. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of various state de-minimus exemptions.

Pinnacle Planning Advisors web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Pinnacle Planning Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Pinnacle Planning Advisors does not render or offer to render personalized investment advice or financial planning advice through the firm’s website. Pinnacle Planning Advisors’ services are provided only upon the commencement and within the context of contractual agreements with each client. Any subsequent, direct communication by Pinnacle Planning Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Pinnacle Planning Advisors uses reasonable efforts to obtain information from sources which it believes to be reliable; however, Pinnacle Planning Advisors makes no representation that the information or opinions contained on its website are accurate, reliable or complete. The information and opinions contained in the Pinnacle Planning Advisors’ website are provided by Pinnacle Planning Advisors, for personal use and informational purposes only and are subject to change without notice.

The Pinnacle Planning Advisors’ web site contains live ’links’ to other Internet addresses. These links include information developed, published, maintained, or otherwise posted by entities entirely separate from and unrelated to Pinnacle Planning Advisors. Pinnacle Planning Advisors does not sanction, approve, control, attest to the veracity of, or endorse these external Internet addresses. It neither warranties nor assumes responsibility for the truthfulness, fullness, value, or timeliness, of content found at these sites. Use of any information obtained from these independent locations is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Pinnacle Planning Advisors.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Pinnacle Planning Advisors) or product to which direct or indirect reference is made by Pinnacle Planning Advisors in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Pinnacle Planning Advisors), will be profitable or equal any historical performance level(s). Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.