Pinnacle Financial Group (also referred to as PFG) provides services in money management, asset protection, estate and retirement planning, capital raising for private placements, along with an asset allocation invest strategy based on a Nobel prize winning theory.

PFG is its own Broker Dealer, clearing through RBC Dain Correspondent Services (CS) -- eliminating the need for a 3rd party Broker Dealer. PFG is an innovative, honest, dedicated money management firm directly partnering with clients today and for the future. PFG offers independent advice, research and strategies customized in a personal manner for each client. PFG’s Premier Money Manager portfolio strategy is a relevant asset -- it is quotable daily and has daily liquidity plus normal settlement time. PFG is primarily a non-transactional fee based firm.

Who is Pinnacle Financial Group?

Pinnacle Financial Group is an innovative, honest, dedicated organization directly partnering with clients today and for the future.
PFG offers independent advice, research and strategies customized in a personal manner for each client.
PFG provides services in money management, asset protection, estate and retirement planning, capital raising for private placements, investment banking, along with a fee based asset allocation investment strategy based on a Nobel Prize winning theory.

PFG Leadership

Todd A. Boren is the President and CEO of Pinnacle Financial Group, LLC

Todd founded PFG, LLC, in early 2004, after 10 successful years at International Assets Advisory, LLC, where he served as the President and COO as well as a financial advisor. Todd holds his BBA and graduated from Kennedy Western University with a degree in Business Administration and Finance.

Todd holds his Series 4 (Registered Options Principal), Series 7 (General Securities License), Series 63 (Uniform State Law Exam License), Series 65 (The Registered Investment Advisor License), Series 24 (General Securities Principal), along with his Life, Health, and Variable Annuity Licenses.

Alan D. Peck is the Executive Vice President of Pinnacle Financial Group, LLC

Alan is an expert in the field of global investing and proper asset allocation, effectively assisting his clients in the prudent diversification of their portfolios. Alan joined PFG, LLC, in early 2004, from International Assets Advisory, LLC, where he served as First Vice President and Senior Financial Consultant for over a decade. Alan has done extensive public speaking covering many investment topics both in the United States and abroad.

Alan holds his Series 7 (General Securities License), Series 63 (Uniform State Law Exam License), Series 65 (The Registered Investment Advisor License), as well as Life and Variable Annuity Licenses.

Kevin Hiett is Assistant Vice President, Director of Operations for Pinnacle Financial Group, LLC.

Prior to joining PFG in 2006, Kevin worked in the financial services industry for 10+ years in various leadership capacities. Kevin holds his B.S. in Business Communications from Elmhurst College and graduate studies from the University of Central Florida.

Kevin holds his Series 7 (General Securities License), Series 24 (General Securities Principal License), Series 53 (Municipal Securities Principal License), Series 66 (Uniform Combined State Law & Investment Adviser License), as well as his Life, Health, and Variable Annuity License.