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James J Stork

PINNACLE FINANCIAL GROUP LLC·WESTERN SPRINGS, Illinois
Series 7, Series 63Clean record25 years registeredPINNACLE FINANCIAL GROUP LLC
823 BURLINGTON AVENUE, WESTERN SPRINGS, IL 60558CRD# 4205762Firm CRD# 116600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James J Stork · WESTERN SPRINGS, IL
Registration
CRD #4205762 · PINNACLE FINANCIAL GROUP LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE FINANCIAL GROUP LLC
Feb 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 1, 2001
Years registered · 25
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 James J Stork offer?
James J Stork specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTERN SPRINGS, Illinois for a consultation.
What are James J Stork's credentials?
James J Stork is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James J Stork located?
James J Stork 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 James J Stork charge for services?
James J Stork'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

Larry Arthur Uitermarkt
WESTERN SPRINGS, IL
CFP
Vincent Harambasic
WESTERN SPRINGS, IL
CFP
Daniel Brian Fitzgerald
WESTERN SPRINGS, IL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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