Inactive

Michael William Cope

Pinnacle Planning Advisors, LLC

CRD 5142188

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Employer firm

Pinnacle Planning Advisors, LLC CRD 155093

$5.00M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

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

Current Employers

Pinnacle Planning Advisors, Llc

Evanston, IL • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2010-09-28

IL RA
APPROVED

Since 2010-09-28

Branch Locations

Evanston, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pinnacle Planning Advisors, Llc	Lincolnshire	IL	09/2010	Present

09/2010 → Present

Pinnacle Planning Advisors, Llc

Lincolnshire, IL

Previous Registrations

2009-06-01 → 2010-09-03

Ehlert Financial Group, Inc.

Lincolnshire, IL
2006-07-12 → 2009-03-09

Citigroup Global Markets Inc.

Deerfield, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-11

S66 Uniform Combined State Law Examination

2006-07-11

Designations

Certified Financial Planner

View on SEC IAPD

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