Unclaimed Profile

Charles Thomas Kohout

PINNACLE FAMILY ADVISORS, LLC·SPRINGFIELD, Missouri

Series 65Clean record15 years registeredPINNACLE FAMILY ADVISORS, LLC

620 W. REPUBLIC ROAD, SPRINGFIELD, MO 65807CRD# 5445411Firm CRD# 145628

Profile Verification

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

Identity

Charles Thomas Kohout · SPRINGFIELD, MO

Registration

CRD #5445411 · PINNACLE FAMILY ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE FAMILY ADVISORS, LLC

PINNACLE FAMILY ADVISORS, LLC

Mar 2011 – Sep 2016

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE FAMILY ADVISORS, LLC

CRD 145628 · SEC 801-78013

AUM

$272M

Regulatory assets under management

Employees

1,730 client accounts

Services offered by PINNACLE FAMILY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at PINNACLE FAMILY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Thomas Kohout offer?

Charles Thomas Kohout specializes in Financial Planning, Investment Management, Wealth Management.

What are Charles Thomas Kohout's credentials?

Charles Thomas Kohout is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Thomas Kohout located?

Charles Thomas Kohout is based in SPRINGFIELD, Missouri, last registered with PINNACLE FAMILY ADVISORS, LLC.

How does Charles Thomas Kohout charge for services?

Charles Thomas Kohout's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: shares in fees paid to third party advisers; % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE FAMILY ADVISORS, LLC?

PINNACLE FAMILY ADVISORS, LLC has approximately 13 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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