Geoffrey
Russell

Pinnacle Family Advisors, LLC

CRD#4962089
Investment Advisor
in Springfield, MO

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About this Advisor

Geoffrey Russell is a financial advisor operating out of Springfield, Missouri with 11 years of industry experience. Russell is an advisor for Pinnacle Family Advisors, LLC. Throughout their career, they have worked at Pinnacle Family Advisors, LLC and Purshe Kaplan Sterling Investments. Russell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Pinnacle Family Advisors, LLC is an advisory company operating out of Springfield, MO. The company has a total of 13 advisors. It oversees $252 million in assets among its 1,776 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,776 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fees largely vary depending on which service is provided. Fee types charged by Pinnacle Family Advisors, LLC can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

620 W. Republic Road Suite 104
Springfield, MO 65807

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Pinnacle Family Advisors, LLC Brokerage Details

Total Assets Under Management

$252,030,050

MO Average: $11,469,110,461
Total Number of Employees

13

MO Average: 458
Total Number of Accounts

1,776

MO Average: 33,415
Average Account Size

$141,909

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Geoffrey Russell Work History

Geoffrey has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Pinnacle Family Advisors, LLC

2012 - Present (12 years)

Purshe Kaplan Sterling Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Geoffrey Russell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pinnacle Family Advisors, LLC

Geoffrey Russell
Springfield, MO
Janet Hudson
Springfield, MO
Brian Mccracken
Springfield, MO
Paul Carroll
Springfield, MO
Christopher Beste
Saint Louis, MO
Ronald Mccurry
Springfield, MO
Joel Pearson
Springfield, MO
Michael Vaughn
Springfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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