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Daniel Brian Fitzgerald

PINNACLE FINANCIAL GROUP LLC·WESTERN SPRINGS, Illinois
Series 7, Series 66CFPClean record18 years registeredPINNACLE FINANCIAL GROUP LLC
823 BURLINGTON AVENUE, WESTERN SPRINGS, IL 60558CRD# 5322909Firm CRD# 116600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Brian Fitzgerald · WESTERN SPRINGS, IL
Registration
CRD #5322909 · PINNACLE FINANCIAL GROUP LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE FINANCIAL GROUP LLC
Aug 2015 – present
AEQUUS WEALTH MANAGEMENT RESOURCES, LLC
Jun 2014 – Jul 2015
CHICAGO, IL
NORTHERN TRUST SECURITIES, INC
Oct 2007 – Dec 2009
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 23, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE FINANCIAL GROUP LLC
CRD 116600 · SEC 801-71357
AUM
$500M
Regulatory assets under management
Employees
6
1,026 client accounts
Services offered by PINNACLE FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PINNACLE FINANCIAL GROUP LLC →
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05

Frequently Asked Questions

What services does Daniel Brian Fitzgerald offer?
Daniel Brian Fitzgerald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTERN SPRINGS, Illinois for a consultation.
What are Daniel Brian Fitzgerald's credentials?
Daniel Brian Fitzgerald holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Brian Fitzgerald located?
Daniel Brian Fitzgerald is based in WESTERN SPRINGS, Illinois, working with PINNACLE FINANCIAL GROUP LLC. Their office serves clients in the WESTERN SPRINGS metropolitan area and surrounding communities.
How does Daniel Brian Fitzgerald charge for services?
Daniel Brian Fitzgerald'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 FINANCIAL GROUP LLC?
PINNACLE FINANCIAL GROUP LLC has approximately 6 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE FINANCIAL GROUP LLC

James J Stork
WESTERN SPRINGS, IL
Larry Arthur Uitermarkt
WESTERN SPRINGS, IL
CFP
Vincent Harambasic
WESTERN SPRINGS, IL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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