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Kenneth J Eilers

Pinnacle Investments, LLC

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About Kenneth J Eilers

Kenneth J. Eilers is a financial advisor with Pinnacle Investments, LLC. Kenneth has been in the financial services industry since March 20, 1983, and has worked for a number of firms including Essex Securities LLC, Brooklight Place Securities, Inc., New England Securities, Woodbury Financial Services, Inc., Main Street Management Company and New England Securities. Kenneth is registered in the state of Connecticut and holds the Series 6, Series 22, Series 63 and SIE licenses. Kenneth focuses on providing financial planning, portfolio management for individuals and educational seminars.

Firm Information

Kenneth Eilers is currently registered with Pinnacle Investments, LLC. Pinnacle Investments, LLC is a Limited Liability Company formed in August 2006 with its main office in East Syracuse, NY. The firm provides financial planning, educational seminars, and portfolio management services for individuals and high-net-worth clients. They also offer selection of other advisors and operate a wrap fee program. Pinnacle Investments is registered with the SEC and in all 50 states. The firm manages over $1 billion in assets.
Pinnacle Investments, LLC

5845 WIDEWATERS PKWY

EAST SYRACUSE, NY 13057

$1.07B

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational workshops

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Kenneth Eilers’s Registration & Firm History

CT

06/28/2019 - Present

Pinnacle Investments, LLC (EAST GRANBY CT)

CT

01/05/2016 - 07/10/2019

ESSEX SECURITIES LLC (East Granby CT)

CT

08/06/2012 - 12/31/2015

BROOKLIGHT PLACE SECURITIES, INC. (EAST GRANBY CT)

CT

11/19/2004 - 07/31/2012

NEW ENGLAND SECURITIES (EAST GRANBY CT)

MN

09/18/2003 - 11/30/2004

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MA

01/10/1997 - 09/22/2003

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

NY

01/31/1996 - 12/17/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

01/17/1983 - 12/30/1995

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/14/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth J Eilers. Review regulatory record here.
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