Advisor at Pinnacle Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pinnacle Wealth Management, LLC
Location
Dyersburg, TN 38024
Credentials
Series 63, Series 65
Industry experience
38 years
Jeff Rummells is a financial advisor at Pinnacle Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Wealth Management since 2016, with prior experience at SRI, LLC and Tanje Tool. Pinnacle Wealth Management is a small registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis across various asset classes, and offers tailored advice through consultations and periodic reviews.
Based on Pinnacle Wealth Management, LLC
Based on Pinnacle Wealth Management, LLC
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $3,500,000: 0.75% $3,500,001+: 0.60%
$200 per hour
Account minimum: $500,000
600 U.S. Hwy 51 Byp. E.
Dyersburg, TN 38024
Tennessee · Texas
Pinnacle Wealth Management, LLC
2019 - Present (7 years)
Pinnacle Wealth Management, LLC
2016 - 2018 (2 years)
SRI, LLC
2012 - 2016 (4 years)
Tanje Tool
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dyersburg, TN
Pinnacle Wealth Management, LLC
Series 63, Series 66
Dyersburg, TN
Cornerstone Wealth Management, LLC
Series 63, Series 65
Dyersburg, TN
LPL Financial
Series 66
Dyersburg, TN
Robert Baird & Co.
CFP®, Series 63
Dyersburg, TN
LPL Financial
Series 66
Dyersburg, TN
LPL Financial
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