Unclaimed Profile

Kimberly Kay Horton

PINNACLE FAMILY ADVISORS, LLC·SPRINGFIELD, Missouri

Clean recordPINNACLE FAMILY ADVISORS, LLC

620 W. REPUBLIC ROAD, SPRINGFIELD, MO 65807CRD# 6923387Firm CRD# 145628

Profile Verification

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

Identity

Kimberly Kay Horton · SPRINGFIELD, MO

Registration

CRD #6923387 · PINNACLE FAMILY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Kay Horton is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with PINNACLE FAMILY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PINNACLE FAMILY ADVISORS, LLC

AUM

$272M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PINNACLE FAMILY ADVISORS, LLC →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Other: SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS

Regulatory

SEC/IARD CRD# 6923387

Firm CRD# 145628

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Kay Horton offer?

Kimberly Kay Horton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Kimberly Kay Horton's credentials?

Kimberly Kay Horton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Kay Horton located?

Kimberly Kay Horton is based in SPRINGFIELD, Missouri, working with PINNACLE FAMILY ADVISORS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Kimberly Kay Horton charge for services?

Kimberly Kay Horton'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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