AdvisorOS Directory
Claim Profile
Unclaimed Profile
VH

Vincent Harambasic

PINNACLE FINANCIAL GROUP LLC·WESTERN SPRINGS, Illinois
SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record18 years registeredPINNACLE FINANCIAL GROUP LLC
823 BURLINGTON AVENUE, WESTERN SPRINGS, IL 60558CRD# 4992961Firm CRD# 116600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vincent Harambasic · WESTERN SPRINGS, IL
Registration
CRD #4992961 · PINNACLE FINANCIAL GROUP LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE FINANCIAL GROUP LLC
Oct 2022 – present
WELLS FARGO CLEARING SERVICES, LLC
Mar 2020 – Oct 2022
SCHAUMBURG, IL
J.P. MORGAN SECURITIES LLC
Apr 2018 – Mar 2020
WHEATON, IL
STRATEGIC ADVISERS LLC
Feb 2008 – Apr 2018
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · February 28, 2008
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 →
Introduction

Speak with Vincent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Vincent is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WESTERN SPRINGS?

Browse all registered financial advisors in WESTERN SPRINGS, Illinois or claim this profile if it's yours.

Browse WESTERN SPRINGS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Vincent Harambasic offer?
Vincent Harambasic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTERN SPRINGS, Illinois for a consultation.
What are Vincent Harambasic's credentials?
Vincent Harambasic holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Vincent Harambasic located?
Vincent Harambasic 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 Vincent Harambasic charge for services?
Vincent Harambasic'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PINNACLE FINANCIAL GROUP LLC

Larry Arthur Uitermarkt
WESTERN SPRINGS, IL
CFP
James J Stork
WESTERN SPRINGS, IL
Daniel Brian Fitzgerald
WESTERN SPRINGS, IL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile