Pinnacle Financial Group, LLC
17 years in business823 Burlington Ave
Western Springs, IL 60558-1514
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Type of EntityLimited Liability Company (LLC)
- Mr. James J. Stork, CFA, CFP, Managing Member
- Mr. Larry Uitermarkt, CFP, Principal
- Financial Planning Consultants
- Insurance Consultant
- Investment Advisory Services
- Investment Security
- Mutual Funds
- Retirement Planning Services
- Financial Services
- Investment Management
- College Savings Plans
Service AreaWe service the following area(s): Illinois
Licensing, Bonding or RegistrationThis 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.
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#)
Mr. James J. Stork: 4205762
Mr. Larry A. Uitermarkt: 1136958
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
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.
Out of Business
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
Misuse of Better Business Bureau Name/Logo
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.