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Member · Pinnacle Family Advisors, LLC

Timothy B. O'Reilly

CRD 5446297 · Named on Form ADV at one SEC-registered adviser

At a glance

Pinnacle Family Advisors, LLC, an SEC-registered wealth manager based in Springfield, MO with $372 million in regulatory assets, lists Timothy B. O'Reilly on its Form ADV as Member.

Firms and roles

AtlasMembers

Timothy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ronald S. McCurryManaging Member/president, Pinnacle Family Advisors, LLC
  • Paul T. CarrollChief Compliance Officer/chief Investment Officer, Pinnacle Family Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.