BBB Accredited Business Profile

Pinnacle Financial Group, LLC

Pinnacle Financial Group, LLC

(708) 246-6262

Pinnacle Financial Group, LLC

16 years in business
823 Burlington Ave
Western Springs, IL 60558-1514
Additional Email Addresses
  • jim@mypinnaclefinancial.com
BBB File Opened: 06/10/2015
Business Started: 09/29/2000
Business Incorporated: 09/29/2000 in IL
Type of Entity
Limited Liability Company
Business Management
  • Mr. James J. Stork, CFA, CFP, Managing Member
  • Mr. Larry Uitermarkt, CFP, Principal
Business Category
  • Financial Planning Consultants
  • Insurance Consultants
  • Investment Advisory Service
  • Investment Securities
  • Mutual Funds
  • Retirement Planning Service
  • Financial Services
  • Investment Management
  • NAICS: Investment Advice
  • College Savings Plans

Service Area
ILLINOIS
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

You want the comfort of financial advice from someone you trust, someone that has your best interests at heart. We are your partner - an independent, objective financial advisor working with you to find the optimal solutions to your financial questions. We focus on your total financial well-being, not just your investments.
Our clients say they enjoy working with us because they trust us. At Pinnacle, we understand that trust is earned. Our friendly, responsive, staff treats you like family; with prompt responses to your questions and a collaborative process that centers around education so that you understand the choices you are making. Here are a few of the ways we will earn your trust:

*Credentials & Experience - Each of our partners has over 25 years of industry experience and has been designated as a Certified Financial Planner (CFP*) and /or Chartered Financial Analyst (CFA* ). Our experience is primarily analytical, in research and investment management, not sales.

*Independence & Ethics - Pinnacle is an independent Registered Investment Advisor (RIA) regulated by the SEC. We have a legal, fiduciary obligation to place our clients' interests ahead of our own. Additionally, the privacy and confidentiality of our clients' information is our top priority.

*Holistic Advice - We take a multi-disciplinary approach to financial planning, offering comprehensive solutions for your total financial well being.

*Dynamic Asset Allocation - We follow a disciplined investment philosophy, emphasizing broad diversification using low cost mutual funds and ETFs and regular tax-conscious rebalancing.

*Clear Fee Structure - Our hourly financial planning fees and investment management fees based on Assets Under Management are completely transparent. You will always know how much you are paying us.

*Client Education - We want to be your partner to help you make the optimal financial decisions for your family. Educating our clients is a critical aspect of our approach. We provide clients with our guidance, analysis and recommendations. The final decision is always yours. We never forget, 'It's Your Money'.

Security. Trust. Peace of Mind. Pinnacle. Find Out What Makes Us Different!


PROFESSIONAL & REGULATORY CREDENTIALS:

(CFA*) CHARTERED FINANCIAL ANALYST:

Mr. James J. Stork: Verified, CFA Charter on 09/15/1989


(CFP*) CERTIFIED FINANCIAL PLANNER BOARD CERTIFICATION:

Mr. James J. Stork: Verified, CFP Board
Mr. Larry A. Uitermarkt: Verified, CFP Board


ILLINOIS DEPT OF INSURANCE PRODUCERS LICENSE:

Mr. James J. Stork: 003658179 (exp. date: 10/31/2016)
(LOA's: Health, Life & Variable Contracts)

Mr. Larry A. Uitermarkt: 002134661 (exp. date: 10/31/2016)
(LOA's: Health, Life & Variable Contracts)

FINRA REGISTRATIONS (CRD#)

MANAGEMENT:

Mr. James J. Stork: 4205762
Mr. Larry A. Uitermarkt: 1136958

FIRM:

Pinnacle Financial Group, LLC: 116600

(RIA) Pinnacle Financial Group, LLC is Registered Investment Advisor with the SEC
and has securities authority in the following states: CA, IL, IN, MI, NE and TX.

(* are registered trademarks)










BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Pinnacle Financial Group, LLC

Pinnacle Financial Group, LLC

BBB ACCREDITATION SINCE 08/01/2015

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