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Pinnacle Financial Group LLC CRD 332295
$83.4K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Valparaiso, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Rolling Meadows | IL | 06/2018 | 03/2021 |
| Acuity Brands Lighting | Hanover Park | IL | 10/2016 | 03/2018 |
| Bank Of America, N.A. | Rolling Meadows | IL | 06/2018 | 02/2021 |
| Equitable Advisors, Llc | Deerfield | IL | 03/2021 | 10/2021 |
| Massmutual Life Insurance Co | Crown Point | IN | 11/2021 | 01/2023 |
| Mml Investors Services, Llc | Crown Point | IN | 12/2021 | 01/2023 |
| Pruco Securities, Llc | Valparaiso | IN | 01/2023 | 02/2023 |
| The Prudential Insurance Company Of America | Valparaiso | IN | 01/2023 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 08/2018 | 03/2021 |
| Equitable Advisors, Llc | Deerfield | IL | 06/2021 | 10/2021 |
| Unemployed | Valpraiso | IN | 03/2023 | 09/2023 |
| Pinnacle Financial Group Llc | Valpraiso | IN | 09/2023 | Present |
| Family Express | Valpraiso | IN | 05/2024 | 08/2025 |
| Mike Mullen, Sole Proprietor | Valpraiso | IN | 07/2024 | Present |
| Pinnacle Financial Group, Llc | Valpraiso | IN | 07/2024 | Present |
| United States Steel Corporation | Portage | IN | 08/2025 | Present |
Name: Mike Mullen, Sole Proprietor Investment-related: yes Address: Valparaiso, IN 46383 Nature: Insurance Position/Title: Insurance Agent Start: 07/2024 Hours/month: 10 during security trading: 5 Description: sales and services of Insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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