Michael Todd Vaughn

Employer firm

Pinnacle Family Advisors, LLC CRD 145628

$372M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Second Baptist Church
  Springfield, MO
• 02/2014 → Present
  Pinnacle Family Advisors, Llc
  Springfield, MO

Previous Registrations

• 2002-07-09 → 2014-02-10
  The Mutual Fund Store
  Springfield, MO

Other Businesses

1) THE MUTUAL FUND STORE - 1835 E. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO 65804 - FRANCHISE - RIA - 1/1/2001 - 80% OF TIME - 1 HR/MO/TRD HRS - INVESTMENT ADVISOR WHO WORKS WITH CLIENTS - INVESTMENT RELATED 2) SECOND BAPTIST CHURCH - 3111 E. BATTLEFIELD, SPRINGFIELD, MO 65804 - RELIGIONS CHARITY - CHURCH SMALL GROUP CONSULTANT - 4/1/2011 - 10% OF TIME - 1 HR/MO/TRD HRS - ASSIST MINISTERIAL STAFF WITH SMALL GROUP IMPLEMENTATION - NONINVESTMENT RELATED 3) FRIENDS OF STEVE HELMS - P.O. BOX 4624 SPRINGFIELD, MO 65809 - CAMPAIGN FOR POLITICAL OFFICE - CAMPAIGN TREASURER FOR CANDIDATE RUNNING FOR COUNTY COMMISSIONER - 3/1/2012 - 2% OF TIME - 1 HR/MO/TRD HRS - COLLECTS CAMPAIGN CONTRIBUTIONS AND PAY CAMPAIGN EXPENSES - NONINVESTMENT RELATED 4) MOMENTUM INVESTORS - 1835 E. REPUBLIC ROAD SUITE 104, SPRINGFIELD, MO 65804 - THIS IS AN S-CORP I SET UP TO PAY MYSELF OUT OF. - 5/12/2008 - 95% OF TIME - 1 HR/MO/TRD HRS - - TAX ENTITY FOR BUSINESS PURPOSES. - NONINVESTMENT RELATED 5) WEALTH MANAGMENT - 1835 E. REPUBLIC ROAD, SUITE 104, SPRINGFIELD, MO 65804 - 01/2000 START DATE - NIR - INSURANCE SALES - INSURANCE AGENT - SOLE PROP - 2 HRS/MO TRADING - 2% OF TIME

Exams

• S66 Uniform Combined State Law Examination
  2000-06-14

Designations

• Certified Financial Planner