Advisor at Pinnacle Peak Wealth Management
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Firm
Pinnacle Peak Wealth Management
Location
Scottsdale, AZ 85255
Credentials
Series 63, Series 65, Series 66
Industry experience
15 years
Roger Bracken is a financial advisor with Pinnacle Peak Wealth Management in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has previously worked at Pogson & Matt Wealth Management Group and Mgb Group LLC. Since 2016, he has also been involved with Dynamic Wealth Advisors, Inc., dedicating up to half of his monthly time to activities there during client account transitions. Pinnacle Peak Wealth Management is an independent, single-advisor firm serving individuals and high-net-worth clients with financial planning and portfolio management. The firm utilizes Modern Portfolio Theory combined with fundamental analysis and offers comprehensive, customized plans alongside discretionary investment management.
Based on Pinnacle Peak Wealth Management
$0 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000+: 0.60%
20715 N. Pima Road, Suite 108
Scottsdale, AZ 85255
Arizona
Pinnacle Peak Wealth Management LLC
2018 - Present (8 years)
Dynamic Wealth Advisors, Inc.
2016 - Present (10 years)
Pogson & Matt Wealth Management Group, Llc
2014 - 2016 (2 years)
Mgb Group Llc
2014 - 2016 (2 years)
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