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 65
Industry experience
13 years
Karen House is a financial advisor at Pinnacle Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and previously worked at SRI, LLC dba SmithReed Asset Management from 2012 to 2016. 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 both fundamental and technical analysis to implement tailored investment strategies across various asset classes.
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
Missouri · Tennessee
Pinnacle Wealth Management, LLC
2019 - Present (7 years)
Pinnacle Wealth Management, LLC
2016 - Present (10 years)
SRI, LLC dba SmithReed Asset Management
2012 - 2016 (4 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 63, 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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")