Unclaimed Profile

John Joseph Flanagan

PINNACLE INVESTMENT MANAGEMENT INC·SIMSBURY, Connecticut

Series 7, Series 9, Series 10, Series 63Clean record24 years registeredPINNACLE INVESTMENT MANAGEMENT INC

573 HOPMEADOW STREET, SIMSBURY, CT 06070CRD# 2538635Firm CRD# 106222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Flanagan · SIMSBURY, CT

Registration

CRD #2538635 · PINNACLE INVESTMENT MANAGEMENT INC · 24 years registered

Brand Profile

Not yet started

Career History

CGN ADVISORS, LLC

Aug 2021 – present

FLANAGAN FINANCIAL GROUP LLC

Jun 2019 – Oct 2021

EAST GRANBY, CT

MERCER GLOBAL ADVISORS INC.

Feb 2018 – Mar 2019

Simsbury, CT

PINNACLE INVESTMENT MANAGEMENT INC

Jan 2002 – Dec 2018

SIMSBURY, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · January 16, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE INVESTMENT MANAGEMENT INC

CRD 106222 · SEC 801-40420

AUM

$192M

Regulatory assets under management

Employees

690 client accounts

Services offered by PINNACLE INVESTMENT MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PINNACLE INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does John Joseph Flanagan offer?

John Joseph Flanagan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMSBURY, Connecticut for a consultation.

What are John Joseph Flanagan's credentials?

John Joseph Flanagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Flanagan located?

John Joseph Flanagan is based in SIMSBURY, Connecticut, working with PINNACLE INVESTMENT MANAGEMENT INC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.

How does John Joseph Flanagan charge for services?

John Joseph Flanagan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE INVESTMENT MANAGEMENT INC?

PINNACLE INVESTMENT MANAGEMENT INC has approximately 6 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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