Michael
Vaughn
Pinnacle Family Advisors, LLC
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About this Advisor
Michael Vaughn is a certified financial planner operating in Springfield, Missouri with 9 years of relevant experience. Vaughn is an employee of Pinnacle Family Advisors, LLC. Throughout their career, they have worked at Securities Service Network, Inc, Second Baptist Church, The Mutual Fund Store and Pinnacle Family Advisors, LLC. Vaughn holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana, Missouri and Texas. Pinnacle Family Advisors, LLC is a financial advisory firm based in Springfield, MO. The firm has a total of 13 advisors. It handles $252 million in total assets across its 1,776 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 1,776 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs 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 vary depending on which services the firm provides the client. However, fees charged by Pinnacle Family Advisors, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinnacle Family Advisors, LLC Brokerage Details
$252,030,050
13
1,776
$141,909
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
Michael Vaughn Work History
Michael has been registered as a financial advisor for 9 years.*
Pinnacle Family Advisors, LLC
Second Baptist Church
The Mutual Fund Store
Securities Service Network, Inc
*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 Michael Vaughn 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
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Saint Louis, MO
Springfield, MO
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.
