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Aimee Nicole Boyer

PINNACLE HOLDINGS, LLC·TULSA, Oklahoma
Series 65Clean record15 years registeredPINNACLE HOLDINGS, LLC
1616 EAST 15TH STREET, TULSA, OK 74120CRD# 5920311Firm CRD# 108086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aimee Nicole Boyer · TULSA, OK
Registration
CRD #5920311 · PINNACLE HOLDINGS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE INVESTMENT ADVISORS
Jun 2023 – present
NATIVE AMERICAN FUND ADVISORS LLC
May 2019 – present
PINNACLE INVESTMENT ADVISORS
May 2011 – Dec 2018
TULSA, OK
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 13, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PINNACLE HOLDINGS, LLC
CRD 108086 · SEC 801-57298
AUM
$412M
Regulatory assets under management
Employees
8
440 client accounts
Services offered by PINNACLE HOLDINGS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PINNACLE HOLDINGS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aimee Nicole Boyer offer?
Aimee Nicole Boyer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Aimee Nicole Boyer's credentials?
Aimee Nicole Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aimee Nicole Boyer located?
Aimee Nicole Boyer is based in TULSA, Oklahoma, working with PINNACLE HOLDINGS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Aimee Nicole Boyer charge for services?
Aimee Nicole Boyer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE HOLDINGS, LLC?
PINNACLE HOLDINGS, LLC has approximately 8 employees and manages $412M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINNACLE HOLDINGS, LLC

John Edward Fryrear
TULSA, OK

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Nearby cities in Oklahoma
OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)CLINTON (1)NORMAN (1)ADA (1)
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