Joel
Pearson

Pinnacle Family Advisors, LLC

CRD#4693433
Investment Advisor
in Springfield, MO

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About this Advisor

Joel Pearson is a financial advisor operating out of Springfield, Missouri who has 8 years of industry experience. Pearson works at Pinnacle Family Advisors, LLC. Over the course of their career, they have held roles at American Express Financial Advisors Inc, Pinnacle Family Advisors, LLC and Purshe Kaplan Sterling Investments. Pearson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Pinnacle Family Advisors, LLC is a financial advisory company that has its headquarters in Springfield, MO. The company has a total of 13 people on staff. It handles $252 million in assets across its 1,776 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 1,776 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets. The firm has 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 fee schedules largely are based on which services the firm provides the client. However, fees billed by Pinnacle Family Advisors, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Joel Pearson Work History

Joel has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Pinnacle Family Advisors, LLC

2015 - 2022 (7 years)

Purshe Kaplan Sterling Investments

2004 - 2015 (11 years)

American Express Financial Advisors 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 Joel Pearson 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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